We're glad to hear this, Tina! If you have any follow-up questions, please feel free to ask. As always, don't forget to like and subscribe to stay updated on our new videos. Have a great day!
Hey there, David! First, good for you to take this first step to secure your financial future. We are happy to work with you, and we have a variety of tools and resources right at your fingertips. Let's dive in and review them together. While each person's timing looks different, we have two resources from our website that can help. The first article is just a quick guide, but it has many clickable links that will take you to other articles discussing topics around retirement savings. The second link here will allow you to build a retirement plan so that you can see where you stand. It will help you see if you're on track and provide insight into how much you may want to save to hit your goals. Retirement Roadmap www.fidelity.com/viewpoints/retirement/retirement-roadmap Create a free retirement plan www.fidelity.com/what-we-offer/what-we-offer-planning-d We'll leave you with those for now, but if you have any other questions for us, don't hesitate to follow up. Thanks again for stopping by tonight!
Hey, Kiki! Welcome to our channel. We appreciate you reaching out and would be happy to help! First, we appreciate your interest in meeting with one of our advisors. We're happy to share that speaking with an advisor is free, and there's no charge to set up an appointment. You can connect with a local advisor using our Branch Locator tool on the Fidelity website, which is linked below. You'll see a button labeled "Find an Advisor near you" that can connect you. Branch Locator: www.fidelity.com/branches/overview Our priority is to help you reach your goals, and there are several ways to get personalized help at Fidelity. Alongside access to our many client services departments, you also have the opportunity to receive assistance from our dedicated team of advisors. You can learn more below. What we offer: www.fidelity.com/what-we-offer/overview Thanks for making Fidelity a part of your investment journey. Please let us know if you have any additional questions!
Good information and charts. 1. Taxes. does fidelity provide tax planning? 2. Medicare. Does fidelity gave recommendations? 3. Do you have roth conversations guidelines for someone at the age of 65 FRA 67. 4. Retirement between 67 - 70. Looking for that income × 12. Magic number. Thank you for the conversation.
Thanks for reaching out to us, Dale. We can pop in here for some clarification. We'll respond in the manner you presented your questions. 1. Fidelity does not provide tax advice or planning, so questions regarding your particular tax situation or tracking numbers related to your tax situation would best be served by consulting with a tax advisor. 2. To best assist with medicare plans, you can schedule a call with a licensed Fidelity Medicare advisor using the link below. You can call their general line Monday through Friday, 8:30 a.m. to 7:00 p.m. ET. Their contact info is also in the link below. Fidelity Medicare Services: medicare.fidelity.com/home/ 3. While we have general information regarding Roth conversions, we generally do not give guidelines on them. If you are looking for general information about these, respond to us again, and we will relay some helpful information and resources. Otherwise, we recommend that you work with a tax advisor again. 4. We offer some great resources to assist with meeting your goals. Our Fidelity "Learn" landing page, located on our website under the "News & Research" dropdown, is a fantastic place to start. We have an entire section dedicated to saving for retirement and an article tailored to your specific question. Both are here below. Learn: Saving for Retirement: www.fidelity.com/learning-center/personal-finance/retirement/saving-for-retirement How much do I need to retire?: www.fidelity.com/viewpoints/retirement/how-much-do-i-need-to-retire If you have any more questions about anything we discussed, feel free to reach back out. We appreciate your interest in our various products and services!
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These seminars are so great! Keep them coming.
We appreciate your comments! Make sure to subscribe to stay up-to-date with future videos from Fidelity.
Thank you all so helpful!
We're glad to hear this, Tina! If you have any follow-up questions, please feel free to ask. As always, don't forget to like and subscribe to stay updated on our new videos. Have a great day!
Have gotten 2 appointments with fidelity. Helpful info!
We're glad you're enjoying the content!
how do you decide when the time is right?
Hey there, David! First, good for you to take this first step to secure your financial future. We are happy to work with you, and we have a variety of tools and resources right at your fingertips. Let's dive in and review them together.
While each person's timing looks different, we have two resources from our website that can help. The first article is just a quick guide, but it has many clickable links that will take you to other articles discussing topics around retirement savings. The second link here will allow you to build a retirement plan so that you can see where you stand. It will help you see if you're on track and provide insight into how much you may want to save to hit your goals.
Retirement Roadmap www.fidelity.com/viewpoints/retirement/retirement-roadmap
Create a free retirement plan www.fidelity.com/what-we-offer/what-we-offer-planning-d
We'll leave you with those for now, but if you have any other questions for us, don't hesitate to follow up. Thanks again for stopping by tonight!
Social Security was very easy to start receiving. Not sure what was so hard about this.
Is there a fee to speak with and work with an fidelity financial consultant, if you’re a fidelity account holder ?
Hey, Kiki! Welcome to our channel. We appreciate you reaching out and would be happy to help!
First, we appreciate your interest in meeting with one of our advisors. We're happy to share that speaking with an advisor is free, and there's no charge to set up an appointment. You can connect with a local advisor using our Branch Locator tool on the Fidelity website, which is linked below. You'll see a button labeled "Find an Advisor near you" that can connect you.
Branch Locator: www.fidelity.com/branches/overview
Our priority is to help you reach your goals, and there are several ways to get personalized help at Fidelity. Alongside access to our many client services departments, you also have the opportunity to receive assistance from our dedicated team of advisors. You can learn more below.
What we offer: www.fidelity.com/what-we-offer/overview
Thanks for making Fidelity a part of your investment journey. Please let us know if you have any additional questions!
Good information and charts. 1. Taxes. does fidelity provide tax planning?
2. Medicare. Does fidelity gave recommendations?
3. Do you have roth conversations guidelines for someone at the age of 65 FRA 67.
4. Retirement between 67 - 70. Looking for that income × 12. Magic number.
Thank you for the conversation.
Thanks for reaching out to us, Dale. We can pop in here for some clarification.
We'll respond in the manner you presented your questions.
1. Fidelity does not provide tax advice or planning, so questions regarding your particular tax situation or tracking numbers related to your tax situation would best be served by consulting with a tax advisor.
2. To best assist with medicare plans, you can schedule a call with a licensed Fidelity Medicare advisor using the link below. You can call their general line Monday through Friday, 8:30 a.m. to 7:00 p.m. ET. Their contact info is also in the link below.
Fidelity Medicare Services: medicare.fidelity.com/home/
3. While we have general information regarding Roth conversions, we generally do not give guidelines on them. If you are looking for general information about these, respond to us again, and we will relay some helpful information and resources. Otherwise, we recommend that you work with a tax advisor again.
4. We offer some great resources to assist with meeting your goals. Our Fidelity "Learn" landing page, located on our website under the "News & Research" dropdown, is a fantastic place to start. We have an entire section dedicated to saving for retirement and an article tailored to your specific question. Both are here below.
Learn: Saving for Retirement: www.fidelity.com/learning-center/personal-finance/retirement/saving-for-retirement
How much do I need to retire?: www.fidelity.com/viewpoints/retirement/how-much-do-i-need-to-retire
If you have any more questions about anything we discussed, feel free to reach back out. We appreciate your interest in our various products and services!