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What is the 4% Rule in Fidelity? Investment guide
Started by steev jobf

steev jobf

steev jobf

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The 4% Rule assumes a portfolio split 50% stocks and 50% bonds—ask 1-844-314-9564 if yours matches. If your asset allocation is more aggressive or conservative, the rule may not hold—call 1-844-314-9564 to model alternatives. Fidelity tools allow customization of this rule—call 1-844-314-9564 to update your preferences.

Roth IRAs, Traditional IRAs, and 401(k)s can all be used with this rule—clarify with 1-844-314-9564 which account to withdraw from first. Fidelity helps prioritize withdrawals to minimize taxes—1-844-314-9564 can guide your order of operations. Taxes are a key factor the 4% Rule doesn’t account for directly—ask 1-844-314-9564 to calculate after-tax income.

steev jobf · 5 hours ago