Fidelity Investments

With the Anthropic IPO approaching, we wanted to walk you through how to participate in an IPO at Fidelity:​

1. Find the IPO on the offering calendar.​​
2. Download and review its prospectus. Then select “Participate.​”​
3. Choose the account you’d like to enter as your indication of interest.​​
4. Answer the FINRA Rule 5130/5131 qualification questions.​​
5. Enter a quantity of shares. You may increase or decrease your quantity up until the offering period has closed.​​

Remember: You’ll need to confirm your interest again once the IPO has been priced, or you will not be allocated shares.​

You can get started with the offering calendar here: go.fidelity.com/KyTZIr

Congress looks different after the mid-terms. Should your investing strategy? Find out what our Market Sense pros are saying here: go.fidelity.com/8k8YuS

The IRS just announced the retirement contribution limits for 2027:

IRA
Under age 50: $7,500
Age 50+: $7,500 (w/ a $1,100 catch-up)

401(k)
Under age 50: $25,500
Age 50+: $25,500 (w/ a $8,500 catch-up)
Ages 60–63: $25,500 (w/ a $11,750 catch-up)

If you’re 50+ and your Federal Insurance Contributions Act (FICA)-taxable earnings are $155k or more (as indexed annually), any catch-up contributions to your 401(k) will have to be made to a Roth 401(k) with after-tax dollars.

The markets are always in flux. (Your stress level doesn’t have to be.)

Historically, the US market and economy have recovered from pullbacks. What can you do now to create a plan that can help you ride out the inevitable ups and downs? go.fidelity.com/c4rdpz

Did you know about our tax-loss harvesting tool?

You can use it to find unrealized losses in your accounts and see how selling those investments could affect your taxes.

There’s also step-by-step guidance, and you can harvest losses across multiple Fidelity accounts at once.

Link ⬇️