PEN-Powered Activity Guide II

05 GET HELP TO MAKE THE MOST OF A DOWN MARKET

While no one likes to lose money, your financial advisor may be able to help you take advantage of a down market Tax rules may let you use losses on some of your investments to reduce your future tax bills or use lower share prices to convert to a Roth IRA at a lower tax cost Down markets may also be a good time to meet with your advisor to discuss adjusting your investment mix or taking advantage of opportunities when prices are low

06 CONSIDER A HANDS-OFF APPROACH

If you are not comfortable with market risk, consider turning your portfolio over to a professional through a managed account or all-in-1 mutual fund

View the full article on Fidelity Investments here

OTHER RESOURCES

Triage Cancer - Checklist to Minimize Financial Toxicity

Patient Assistance Programs (PAPs)

Triage Cancer - Worried About Working with Cancer During COVID-19

Leukemia & Lymphoma Society - Cancer and Your Finances

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