What do you really need to retire?

Plus, tips on taxes, crushing debt, a new type of ETF, and more.

February 20, 2025 View in a browser

FIDELITY VIEWPOINTS® WEEKLY EDITION: February 20, 2025

How much do you really need to retire? It depends on how you plan to live—and when you want to retire. Get answers Keep more of what you earn 8 ways to potentially shrink your taxable income—and your tax bill. Reduce your taxes 5 steps to kick debt Keeping debt in check keeps your finances healthy and can help you reach your goals. Crush it A Goldilocks investment option? These ETFs can offer low costs, diversification, and the upside potential of active management. Explore ETFs Investing idea: Energize your portfolio Fuel card stocks offer an appealing mix of steady earnings and high growth potential, says this Fidelity pro. Get ideas Make a tax-smart move Opening and funding a Fidelity IRA by April 15 could help reduce your taxable income for 2024. Open your IRA Fund your IRA Save on tax prep services Don’t miss special discounts on TurboTax® and EY. Learn more

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