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Pursuing your long-term financial goals - Fidelity

Pursuing your long-term financial goals - Fidelity 2025

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The document serves as an enrollment guide for Fidelity Advisor IRAs, outlining the benefits and features of Traditional, Roth, and Rollover IRAs. It emphasizes the importance of long-term financial planning and offers insights into maximizing retirement savings through tax advantages, systematic investing, and access to financial advisors. The guide details the requirements, contributions, and potential growth of each IRA type while encouraging investors to utilize Fidelity's resources for effective retirement income planning.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What are the Fidelity savings goals?

To help you stay on track, we suggest these age-based milestones: Aim to save at least 1x your income by age 30, 3x by 40, 6x by 50, and 8x by 60. Your personal savings goal may be different based on various factors including 2 key ones described below.

How long will money last using 4% rule?

A common rule of thumb known as the 4% rule offers one way to estimate the answer. ing to this rule, if you spend your retirement savings at a rate of 4% the first year and then adjust your withdrawals for inflation every year, your income will probably last three decades.

What is the 4% rule on Fidelity?

History of the 4% rule Based on a deep dive into the half century of market data, Bergen concluded that essentially any conceivable economic scenario (even the more tumultuous ones) would allow for a 4% withdrawal during the year they retire and then theyd adjust for inflation each subsequent year for 30 years.

What are long-term financial goals?

Long-term financial goals usually take more than five years to achieve and vary depending on your income and other financial obligations. Set target dates for reaching the long-term financial goals that include intermediary goals to keep you on track.

Is Fidelity good for long-term investments?

Customers get low-cost trading, top-notch research and educational resources, strong customer experience, no account fees and more. Fidelity is a good choice for just about any investor, but beginners and long-term investors will appreciate the fractional shares program and thousands of no-transaction-fee mutual funds.

What is the 4% rule for fidelity?

The 4% rule is a popular retirement withdrawal strategy that suggests retirees can safely withdraw the amount equal to 4% of their savings during the year they retire and then adjust for inflation each subsequent year for 30 years.

Pursuing your long-term financial goals - Fidelity 2025

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