New 401(k) catch-up rules

Plus, when to get guaranteed income, a Goldilocks ETF idea, tax tips, and more.

Weekly Edition February 05, 2026

New 401(k) catch-up rules If you earn $150K+, your catch‑up dollars must now go into a Roth. Get the details When to get guaranteed income Covering essential expenses is key in retirement. Learn when guaranteed income may help. When to start Avoid tax-filing missteps Get refunds faster, avoid ID theft, snag tax breaks, and more. Get going A Goldilocks ETF idea These active funds target diversification, low costs, and market outperformance. Strike a balance 7 must-knows about IRAs Are you missing out on strategies and tax benefits many IRA owners overlook? Save smarter

What’s the next big stock? Get uncommon ideas from Fidelity mid-cap fund manager Shilpa Mehra on Market Sense. Watch or listen now Save on tax prep services Don't miss these special discounts on TurboTax® and EY. Check it out Get more Fidelity Viewpoints Visit our Viewpoints home. Invite friends and family to get our weekly newsletter.

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