Fidelity Viewpoints®: Making A Plan For Retirement Income

Fidelity Viewpoints®: Making A Plan For Retirement Income | Fidelity Investments

Рет қаралды 15,086

Күн бұрын

When retirement approaches, it’s important to answer some key questions. What do you
envision your retirement will be like? How can you keep up with inflation once you stop
working? What can you do to make sure your money lasts? Let our discussion provide you
with facts and potential next steps for building a retirement income plan with the goal of
preserving your savings and growing your money in retirement.
Go from Saving to Living in Retirement 0:00
Understand the Pieces of a Retirement Income Plan 10:32
Create Retirement Income While Protecting Your Savings 25:16
Manage the Unexpected by Adjusting Your Plan 35:02
Questions? Drop them below 👇 and we’ll reply right in the comments.
Explore Fidelity’s retirement resources: www.fidelity.com/learning-cen...
To watch more videos in our webcast library, visit: go.fidelity.com/v4v2xm
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Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
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Пікірлер: 18

@thomas6502 3 ай бұрын

Appreciated this. Thanks.

@johnc4789 2 ай бұрын

The graph shows that 4% withdrawal makes your money last, while 5%, 6%, and 7% make you run out of money. If you follow the rule that 4% is a safe withdrawal and you now have hired someone to manage your money for a 1% fee, you now have to pull out 5% to also pay your money manager. You see where that takes you.

@curiouscat104 15 күн бұрын

Is it OK to move my fidelity company account to an IRA during my retirement transition???

@Fidelity 15 күн бұрын

Hi Felix, thanks for reaching out, and congratulations on your retirement transition! I'm sure that is exciting. It sounds like you are interested in moving a workplace account, like a 401(K), to a Fidelity IRA as you prepare for retirement. Contacting your current 401(k) plan administrator is a great place to start, as plan rules vary by employer. Since you mentioned your plan was with Fidelity, you can reach the Workplace Retirement team Monday - Friday from 8:30 a.m. - 12 midnight ET. Please say "401(k)" when prompted by the automated system to be connected to the right group. Fidelity Contact Information: www.fidelity.com/customer-service/contact-us Keep in mind that before funds are accepted, you will need the appropriate IRA to receive them. If your 401(k) is pretax, this is usually a Traditional or Rollover IRA. We have a step-by-step guide on transferring an old 401(k) to a Fidelity Rollover IRA linked below. How to move your old 401(k) into a rollover IRA: www.fidelity.com/retirement-ira/401k-rollover-ira-steps If you have any further questions or concerns, please don’t hesitate to reach out to us.

@AngelaOrbiso 3 ай бұрын

Why we can't receive our withdrawal?

@Fidelity 3 ай бұрын

Thank you for reaching out to Fidelity. We want to learn more to see how we can help. So we may connect via direct messages, please get in touch with us on other social media channels, such as X, Instagram, Facebook, and Google Business Messages.

@alalfred3474 3 ай бұрын

Please do not push annuity too much. It carries heavy fee and/or front load charge by insurers and/or sales agents. Unless it is extremely low fee based, most of them do not qualified as sound financial planning choices.

@MKF1205 3 ай бұрын

You probably need to study the modern day annuity. Many of the index annuities protect the downside and give you good upside with 6 years commitment.

@alalfred3474 3 ай бұрын

@@MKF1205 You are right that there are good annuity policies out there. But I hate to point that the majority of annuity policies remain pretty traditional in their fee and benefit estimation, maybe with slight adjustments for marketed thru advisors and money managers.

@Panda-gu9wz 2 ай бұрын

Whenever I see CFP designation, I know they are the professionals of moving money from my pocket to theirs.

@charleshughes2487 Ай бұрын

Professional at moving money ….from my pocket ….to theirs …CFP 😮

@chettiboi4129 8 күн бұрын

Anyway to invest in Gold with them?

@Fidelity 8 күн бұрын

Thanks for commenting! You can learn more about investing gold at Fidelity here: www.fidelity.com/trading/investment-choices/gold-silver-platinum Please let us know if your research sparks any additional questions.

@charleshughes2487 23 күн бұрын

Vanguard ETFs

@NomerSalinas 3 ай бұрын

PA tulong nman po pahingi po ako ng link ng fidelity Salamat

@hercillmahipus25 3 ай бұрын

We dont recieve our money

@Fidelity 3 ай бұрын

We do not have widespread reports of issues with our mobile app at this time. Please note that if you are residing outside of the US, you may have downloaded an app that is not associated with our firm. More information about our mobile apps can be found here: www.fidelity.com/mobile/overview