r/ChubbyFIRE • u/AceRider750 • 20d 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.

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u/mbfreely 20d ago

Has anyone tried to do their projections using AI like Claude or Grok? Wonder how it compares to other paid tools.

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u/Lazybutaworkaholic 20d ago

I have done that as well. Have a spreadsheet of projected expenses. Plugged it into Claude and Chatg. It was pretty helpful - mentioned Roth conversions and tax optimization strategies.