According to Fidelity Investments®’ latest Q3 2025 retirement analysis, average 401(k), IRA and 403(b) account balances reached new record highs in Q3, driven by consistent savings and positive stock ...
Choosing the best Fidelity mutual funds is no simple feat. The Boston-based investment giant manages hundreds of funds, ...
401-K funds are subject to ERISA laws, but choosing from an employer’s menu of investment choices under fiduciary management is at the participant’s discretion. Money Market Funds, such as Fidelity ...
The number of Americans with $1 million or more in their 401(k) accounts reached an all-time high in the second quarter of 2025, according to Fidelity Investments’ latest retirement analysis. The firm ...
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See the average 401(k) balance for 72-year-olds, how it compares to typical retirees, and what it means for your income, ...
The 15 percent savings recommendation assumes a 40-year career from age 22 to 62. Clay said most retirees can live on 80 percent of their pre-retirement income and should limit portfolio withdrawals ...
New IRS rule affects high-income earners making 401k catch-up contributions. Workers earning $150,000+ must now use Roth accounts, losing tax deductions.