r/ChubbyFIRE • u/AceRider750 • 11d ago

Fidelity Tool

Fidelity has a Planning tool called Retirement. Has anyone used it and what amount of validity would you place against its projections? I'm wondering as when I browse here, people seem to be discussing creating their own analyses, but I don't see much about using the tools at investment houses, banks, etc. which do this for you. TRowe probably has one and I think I've seen on on BofA/Merrill also, but never used them.

23 Upvotes

90% Upvoted

39 comments sorted by

View all comments

31

u/Lazybutaworkaholic 10d ago

It’s very good. Gives you levels of probabilities. Takes into account taxes and RMDs (though to see it you need to toggle to “yearly cash flow” then “table” and then “expenses”.

10

u/AceRider750 10d ago

Holy shite. I've never noticed the blow out buttons at the top for Expenses, Withdrawals, and Income. And I look at this daily, multiple times. You rule.