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Hey there, Charles! We appreciate you tuning in and watching the video here. In addition to the conversations heard in the video, we want to provide a few more resources below that you can explore regarding retirement and withdrawals in retirement. Preparing for and living in retirement: www.fidelity.com/learning-center/personal-finance/retirement/planning-your-retirement Retirement income strategies: www.fidelity.com/learning-center/personal-finance/retirement/retirement-income-strategies Withdrawing from an IRA: www.fidelity.com/building-savings/learn-about-iras/ira-withdrawal Be sure to let us know if there is anything specific we can assist with. Have a great weekend!

Thanks for reaching out to us on UA-cam. Were there any specific links from this webinar that you were looking for? We look forward to your reply!

@@Fidelity There were several mentioned by the speakers/moderator. They said they were putting them in the chat. Does you still have the chat? It would be those. Thanks.

Hi there, Arnold. Thanks for reaching out! We appreciate your interest in Fidelity. You can read about how Fidelity handles Simplified Employee Pension Plans, also known as SEP IRAs, at the link below. SEP IRA: www.fidelity.com/retirement-ira/small-business/sep-ira?ccSource=se_sep_mp_open_acct_pg Please let us know if you have any specific questions about the account or Fidelity. We're always happy to help!

Hey, Tim. Thanks for reaching out. Currently, we don't have a calculator that differentiates these types of income in all 50 states to determine the best state for taxes. If you don't mind, we'll pass your comment along as feedback. As a reminder, Fidelity does not provide legal or tax advice; therefore, we highly encourage you to speak with a qualified tax advisor to review your situation before moving forward. You can view some available tools and resources using the following link. Tax Calculators & Tools www.fidelity.com/calculators-tools/tax We value all feedback and input, so please keep it coming! Feel free to comment if there's anything else you'd like to share.

I’m sorry, but that was a terrible presentation on state taxes. The two examples included one with $250K income and the other with $100K. The conclusions were totally different. Vermont was very cheap for $100K and very expensive for $250K.

Someone suggested that crypto trading is far better than buying to hold for a long time but I have no idea whom to direct me or even trade for me.

I'm surprised that this name is being mentioned here, I stumbled upon one of his clients testimony on CNBC news last week.

Judith is considered a key Crypto Strategist with one of the best copy Trading portfolio and also very active in the cryptocurrency space.

Glad I got into crypto when I did cause it's been a turning point for me financially been my best decision so far

Wow. I'm so excited seeing Expert Walters been mentioned here also. Didn't know he has been good to other people too, this is wonderful.

bitcoin does not pay any yield but will reward you with growth that you can't find in any other asset class

look at the charts, bitcoin has outperformed every stock and banking product ever developed even after multiple pullbacks over the last decade. not a financial advisor but I know what i'm saying

The key is diversification. Personally, I delegate my investing to an advisor, cos my job doesn't permit the time to perform market analysis myself. Thankfully, my once ago stagnant portfolio has now 5X in barely 4 years, summing up almost 7 figure as of today.

i'm blown away! more info please? i am a young adult living in Miami where i've encountered several millionaires, and my goal is to become one... they all seem to be involved in either real estate, stocks, or crypto

Use her name to quickly conduct an internet search.

This is Wyle with Fidelity Crypto; thanks for the question! As you may know, we currently offer bitcoin and ethereum and are evaluating additional coins to enhance user experience. We don't have any other info to share at this time, but you can stay tuned by turning on notifications in the Fidelity Investments app. Our Crypto Help Desk is also a great way to stay informed. Users can explore frequently asked questions, learn about crypto, and more. Check it out below: Fidelity Crypto Help Desk - www.fidelity.com/crypto/help-desk/overview Feel free to drop any other questions or comments you have, we're glad to help.

Thanks for the question, Hail. Because Fidelity distributes reinvested shares proportionately, your current holdings and distributions allocation can result in the purchase of both whole and fractional shares. Please let us know if you have additional questions.

thank you for your help. another question if i may... i have read that some divy stocks offer discount as a special drip program. does fidelity honor these discounted drips?

Hey there, Hail. Thank you for reaching out to us here. We're happy to cover dividend reinvestment programs offered here at Fidelity. A DRIP program allows investors to reinvest their cash distributions into additional or fractional shares of the underlying stock. While there are some instances where dividends cannot be reinvested, it is rare. Eligible securities include common stock, American Depositary Receipts (ADRs), and closed-end mutual funds that are margin-eligible and traded on the NYSE or NASDAQ. You can learn more about dividend distributions and how to change your elections at the following link. How to change dividend and capital gains distributions: www.fidelity.com/customer-service/how-to-dividend-and-cap-gains-distributions There are three dividend reinvestment programs we offer here at Fidelity: The Depository Discount Plan (DD): Through this plan, at the discretion of the issuer, dividend reinvestment may be discounted between 0-5% off the market price. Keep in mind that issuers do not announce the discount rate until after the payable date. The Depository No-discount Plan (DN): This plan uses the same process and timing as the Depository Discount Plan, except that issuers do not offer a discount for reinvestment. The Fidelity Plan (FP): This plan offers dividend reinvestment for securities not covered by the Depository Discount Plan or the Depository No-discount Plan. Please let us know if you have any additional questions we can help you out with. Have a great day!

Hey there, Terri! Thanks for commenting. We can certainly provide some insight. Per IRS guidelines, you are only able to contribute to an IRA if you have taxable, earned income in the year for which you are contributing. Your pre-tax contributions to a workplace plan, like a 401(k), do not affect your eligibility to contribute to a Roth IRA. It's important to note that the 2024 IRA maximum contribution limit is $7,000 (with an additional $1,000 allowed for those 50+). Please be aware that your income can affect your ability to contribute to a Roth IRA. Check out the link below for more on IRA contributions. IRA Contribution Limits www.fidelity.com/retirement-ira/contribution-limits-deadlines We also have an IRA contribution calculator on our website that you may find helpful. IRA Contribution Calculator www.fidelity.com/calculators-tools/ira-contribution-calculator If you are eligible to contribute, keep in mind that the cash deposited into your core position remains in the core until invested. The core position is generally considered the "wallet" for your account. It is where funds are held and will remain until you invest them into other securities. We have many resources to utilize as you begin investing. Check out "Learn" under "News & Research" in the big green bar on our website. You will have access to our extensive library of articles, on-demand videos, and events like weekly online classes. I've included an article that may be helpful on how to invest your IRA. Investing ideas for your IRA www.fidelity.com/viewpoints/retirement/ira-portfolio We're here to help if any other questions come up. Just let us know!

We're sorry to hear your sentiment on our mobile app. We take feedback seriously, so we would like to know if there's anything specific that you'd like to see changed with our app. We look forward to your reply.