Learn how to incorporate tax-smart strategies into your financial plan. Join the Insights from Fidelity Wealth Management® team on September 10 as we discuss what you can do right now to help manage your taxes, including tax-loss harvesting and tax-bracket management. We’ll also cover tax strategies for retirement, such as tax-smart withdrawal strategies and RMD management. Finally, we’ll look at ways to efficiently pass assets to the next generation.
Specific topics we'll cover include:
• The tax-smart techniques you can apply right now to different aspects of your financial life
• How to determine whether a Roth IRA conversion strategy might benefit you and your tax situation
• Tax-smart techniques for retirement account withdrawals and required minimum distributions (RMDs)
• Charitable giving ideas to potentially reduce your taxes while also helping the causes you care about
• Strategies to help make the transfer of assets more tax-efficient, including trusts and annual gifting
Investing involves risk, including risk of loss.
This information is general in nature and provided for educational purposes only.
The CERTIFIED FINANCIAL PLANNER® certification, which is also referred to as a CFP® certification, is offered by the Certified Financial Planner Board of Standards Inc. ("CFP Board"). To obtain the CFP® certification, candidates must pass the comprehensive CFP® Certification examination, pass the CFP® Board's fitness standards for candidates and registrants, agree to abide by the CFP Board's Code of Ethics and Professional Responsibility, and have at least 3 years of qualifying work experience, among other requirements. The CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Fidelity does not provide legal or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Fidelity cannot guarantee that the information herein is accurate, complete, or timely. Fidelity makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation.
The Fidelity Investments logo is a registered service mark of FMR LLC.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
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Rita Assaf brings over 20 years of experience in the financial services industry, with extensive experience in developing and managing a range of savings products—including Health Savings Accounts (HSAs), 529 college savings plans, ABLE accounts, Small Business Retirement plans, and IRAs. She currently leads Fidelity’s Retirement product strategy and development.
Rita earned her Bachelor of Arts degree from Boston University and a master’s degree in business administration from Bentley University. She holds the Financial Industry Regulatory Industry (FINRA) Series 7, 63, 51 and 24 licenses*.
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As Director of Advanced Planning, Vanessa partners with clients to navigate complex financial decisions
with confidence and clarity. She delivers a collaborative planning experience that is comprehensive, strategic, and deeply personal—aligning each plan with the clients’ unique goals, values, and family dynamics to ensure it reflects what matters most.
Vanessa has spent 13 years at Fidelity Investments, serving in various roles, including six years as a Workplace Financial Consultant before transitioning into her current position. She’s passionate about empowering individuals to take control of their financial future, reach their goals, and create a path toward
financial freedom.
Outside of work, Vanessa and her boyfriend, Clark, recently relocated from Houston, TX, to Denver, CO,
with their two dogs, Samson and Archie. They’re excited to embrace Colorado’s outdoor lifestyle— whether it’s hiking scenic trails or hitting the slopes for snowboarding.
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Randelle Lenoir is a vice president and branch leader in the Chicago area. She spends her days at Fidelity inspiring a team of financial professionals and coaching them in how to deliver essential support to customers in need of financial planning.
She’s been in the industry since 2008, the majority of that time working one-on one with clients from all walks of life, helping them solve problems and achieve goals. She believes that solid financial planning relationships can changes lives and communities for the better.
Randelle holds a bachelor’s degree in economics from Michigan State University and calls Lansing, Michigan, her hometown. Her special interests include community building, wellness, education, and artistic expression of all sorts.
Amanda Petersen, a Financial Consultant, has spent more than a decade in the financial services industry and has been with Fidelity Investments for the past 5 years. She holds a bachelor’s degree in finance with a concentration in Financial Planning and is a CERTIFIED FINANCIAL PLANNER® professional. Amanda is passionate about holistic financial planning, helping clients balance enjoying life today while building a thoughtful strategy for the future. She believes that meaningful relationships, trust, and integrity are the foundation of successful financial planning and strives to provide guidance tailored to each client’s unique goals.
Outside of work, Amanda is a proud mother of 3 and actively supports several local nonprofit organizations dedicated to making a positive impact in their communities.
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Alexandra (Alex) Roca is the Women Talk Money host. She specializes in bringing financial education to life, transforming complex retirement and investment topics into engaging, actionable insights for Fidelity clients.
She is a registered representative, is a CERTIFIED FINANCIAL PLANNER® professional, and has her Florida insurance license. A bilingual presenter in English and Spanish, Alex is always looking for new ways to make financial planning relatable and engaging.
When she’s not demystifying finances, you can find her spending time with family and friends, cooking up something delicious, traveling, reading, or enjoying a concert.
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