Whether retiring early is a long-held dream, or a consequence of a life event, it’s important to make sure you’re financially prepared. The latest 5 Questions with Fidelity examines this important topic. We’ll cover account withdrawal strategies, preparing for the unexpected, determining whether your savings will last, and more. This episode features Stefne Lynch, vice president, Fidelity Investments Life Insurance Company, and is hosted by Suzie Allen, vice president, Insights from Fidelity Wealth Management℠.
00:00 Will my retirement savings last 01:59 Tax-advantaged Retirement account rules 03:31 Drawing income from multiple accounts 04:40 When to access social security 05:32 Managing inflation and volatility 06:35 Key takeaways
Questions? Drop them below 👇 and we’ll reply right in the comments.
