Fidelity's Q2 2026 401(k) balance hit a record $155,800, but 19.5% of savers now carry outstanding loans as short-term budget ...
Fidelity's retirement paycheck framework highlights the automation step most retirees skip, and it's the one that shields ...
Fidelity's withdrawal guideline fails in 1 of 10 scenarios, while Morningstar sets a lower 3.9% safe rate. The gap between the two can cost thousands annually.
Fidelity's rollover guide shows how an indirect 401(k) transfer triggers 20% withholding and a 60-day deadline that can turn ...
During the first quarter, Fidelity reported 645,000 savers who can be dubbed 401(k)-created millionaires. That's down 3% from the fourth quarter of 2025 but up 26% from the first quarter in 2025. The ...
The Iran war rattled financial markets in early 2026, and American retirement savers felt it directly. First-quarter data from Fidelity, the country's largest 401(k) provider, show average account ...
More workers are borrowing from their 401(k)s or taking hardship withdrawals, moves that can come at a significant long-term ...
Fidelity's record crop of 401(k) millionaires may not own as much as they think, and a clock is already ticking on a tax ...
Fidelity counted 769,000 401(k) millionaires at the end of June, up from 654,000 just three months earlier, as a powerful stock-market rebound pushed retirement balances to records. The milestone is ...
For many Americans, decades of steady growth in a 401(k) balance can reinforce confidence that retirement planning is on track. But a rising account balance does not necessarily mean a portfolio is ...
Tobi is a crypto writer at Investopedia. He aims to simplify the complex concepts of blockchain and cryptocurrencies for the masses. Olga Pankova / Getty Images The 4% rule was designed for a 30-year ...
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