Get guaranteed income for life

Plus, tips on avoiding a midlife money squeeze, reducing taxes on investment and inheritances, 529s, and buying a home now.

May 16, 2024 View in a browser

FIDELITY VIEWPOINTS® WEEKLY EDITION: May 16, 2024

How to get guaranteed income for life With relatively high payout rates, annuities are looking attractive for those who need guaranteed income. Consider annuities How to avoid the midlife money squeeze Tax-smart tips to keep your head (and finances) above water when kids, parents, and retirement are squeezing you from all sides. Get our survival tips AI and metaverse need-to-knows While AI stocks have soared in the last year, metaverse-related investments have not. That could be changing. Investing in the future How to reduce taxes on an inheritance If you're expecting an inheritance or planning your estate, you need to understand how this valuable tax rule works. Save now Money unscripted: Buying a home in this market Buy a house with a friend? Use your 401(k) for a down payment? Get tips on the real strategies people are trying in this housing market. Watch now More ways than ever to use 529s 529 plans may be much more flexible than you think. Join us at 12 pm ET on May 29—529 Day—for a look at the latest 529 strategies. Register now

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