Fidelity retirement guides — Roth vs Traditional IRA, Roth 401k contributions, ETF selection for self-directed Roth IRAs, and linking your NetBenefits 401k to Full View.
Choosing where to park your retirement savings is one of those "adulting" tasks that feels way more complicated than it should be. For years, the debate has centered on two titans: Fidelity and Vanguard. I woke up this morning to an email from a reader asking if Vanguard was still the "gold standard" for low-cost … Read more
Looking to maximize your Fidelity 401k and IRA contributions in 2025? Learn the new limits, smart investment strategies, and how to optimize your retirement savings. The start of 2025 brings exciting opportunities for Fidelity investors to optimize their retirement savings and investment strategies. As someone who’s spent years helping others navigate their financial journey, I’m … Read more
I recently made the switch to Roth contributions in my Fidelity employer 401k and had some questions about how these contributions would be displayed. After reaching out for insights, I received valuable information from other users that I’d love to share. Combined or Separate Account? When I switched to Roth contributions, I was curious to … Read more
Are you facing the issue of your Fidelity NetBenefits 401k not showing up in the Fidelity Full View? Don’t worry; here’s a step-by-step guide to resolve this and have all your financial information in one place. Sometimes, specific accounts like the NetBenefits 401k might not automatically show up. Enrolling Your NetBenefits 401k to Fidelity Full … Read more
Ten years ago, I found myself at a crossroads, contemplating a shift from a managed Roth IRA to a self-directed one with Fidelity. Through this experience, I gathered invaluable wisdom from a supportive online community, and I’m keen to share my journey with those who may be considering a similar path. Background To provide some … Read more