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  1. Find an advisor. Retirement. Life Events. Saving & Investing for a Child. Charitable Giving. Life Insurance & Long Term Care Planning. News & Research. News. Wealth Management Insights.

  2. Oct 30, 2023 · Subscribe now. 1. Health care expenses. According to the Fidelity Retiree Health Care Cost Estimate, an average retired couple age 65 in 2023 may need approximately $315,000 saved (after tax) to cover health care expenses in retirement. An average individual may need $157,500 saved (after tax) to cover health care expenses in retirement.

  3. Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917. Fidelity's Visa Signature credit card lets you deposit cash-back rewards into your designated eligible Fidelity account. The more you spend, the more you earn.

  4. For U.S. Treasury purchases traded with a Fidelity representative, a flat charge of $19.95 per trade applies. A $250 maximum applies to all trades, reduced to a $50 maximum for bonds maturing in one year or less. Rates are for U.S. dollar-denominated bonds; additional fees and minimums apply for non-dollar bond trades.

  5. The change in the RMDs age requirement from 72 to 73 applies only to individuals who turn 72 on or after January 1, 2023. After you reach age 73, the IRS generally requires you to withdraw an RMD annually from your tax-advantaged retirement accounts (excluding Roth IRAs, and Roth accounts in employer retirement plan accounts starting in 2024).

  6. If you have an account on Fidelity.com, use the same username and password. Username Your username (up to 15 characters) can be any customer identifier you've chosen or your Social Security number (SSN).

  7. Rewards to save or spend. Add to your portfolio with everyday purchases through automatic or one-time deposits of your rewards into an eligible Fidelity ® Account 1: Brokerage. IRA. HSA. 529. Fidelity Charitable SM Giving Account. Cash Management. (the features of a traditional checking account, without fees)

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