Fidelity shares 25th annual retiree health care cost estimate
The estimate for a 65-year-old retiring in 2026 is $185,500, up 7.5% from last year, highlighting the need for retirement planning.
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Diversified financial services company
fidelity.comLast updated
In short: Fidelity reported a 7.5% surge in projected retiree healthcare costs and expanded its investment offerings through new SMAs and ETFs.
The estimate for a 65-year-old retiring in 2026 is $185,500, up 7.5% from last year, highlighting the need for retirement planning.
Six new custom strategies and two model SMAs launched, leveraging active management and quantitative research.
The new Freedom Lifetime CITs offer built-in lifetime income from Nationwide and New York Life, launching early 2027.
The ETFs, FEMG, FEMV, FSEG, and FSEV, are listed on NYSE Arca with expense ratios of 0.23% and 0.28%. They expand Fidelity's $149 billion exchange-traded lineup.
The deadline is July 27. That’s seven days from today. Fidelity Investments agreed to a $2.5 million settlement after a 2024 data breach exposed the...
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Further to the previous announcement from Fidelity Investments Canada ULC ("Fidelity") on March 31, 2026, regarding proposed fund terminations, Fidelity has decided not to pursue...
The retiree who faces negative returns first and then recovers sees the entire portfolio depleted by year 27, according to Fidelity's data. Those forced withdrawals...
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