Fidelity’s 45% Rule: How Much Do You Really Need to Retire?

Looking to understand Fidelity's 45% rule for retirement planning? 🎯 This video breaks down what the rule is, how to determine if you're on track for retirement, and the pros and cons of using Fidelity's 45% rule for retirement planning. Plus, it covers what the rule is based on and how to adjust it to fit your personal financial situation.

✅ SUBSCRIBE SUBSCRIBE SUBSCRIBE ✅
   / @mikesfinancialedge  

My Favorite Books: https://amzn.to/3WhbHVI

___________________________________________________________________________
OTHER VIDEOS YOU MAY LIKE:
►1) Sequence of Returns Risk:    • Sequence of Returns Risk Explained: Avoid ...  
►2) LifeStyle Inflation:    • Why People Stay Broke...  
►3) Best Time to Claim Social Security:    • What I Wish I Knew Before Investing: 20 Po...  
►4) Best Asset Allocation by Age:    • Asset Allocation By Age: How To Invest You...  
►5) How to choose between Traditional and Roth 401Ks:    • Traditional vs Roth 401K: The Optimal Stra...  
___________________________________________________________________________

Timestamps:
0:00 What is Fidelity's 45% Rule
3:02 How Much is Needed to Retire
8:05 Taxes in Retirement
8:35 Other Factors to Consider


#fidelity
#personalfinance
#retirement


Disclaimer: I am not a financial advisor, CPA, or tax professional. This video, and the ideas presented in it, are for educational and entertainment purposes only and should not be construed as financial or legal advice. It is imperative that you conduct your own research and, if needed, get professional advice suited to your unique circumstances. I am merely sharing my passion for personal finance, stock market investing, other types of investing, and overall money management to help people achieve their financial goals.