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Leftover 529 funds? A new rule could help you repurpose them for retirement. Now, under certain conditions, up to $35,000 from a 529 plan can be transferred to a Roth IRA for the same beneficiary—without taxes or penalties. Watch to learn how it works and who qualifies. Get the deep dive: https://www.fidelity.com/learning-center/personal-finance/529-rollover-to-roth 1212813.1.0 ...

Check out this comprehensive walkthrough of the full, end-to-end process describing how to open, fund, and use a Fidelity Crypto® account. This episode starts with an explanation of who’s eligible for an account and then offers a step-by-step demonstration of how to buy and sell spot cryptocurrencies. The team also takes viewers through the process of transferring crypto into and out of an account. Using viewer questions to guide the discussion, this shared-screen experience explains how to use Fidelity Cry ...

Short-term bonds can offer income, flexibility, and stability in a diversified portfolio. This episode of Market Sense explores how short-term bonds have performed in the current economic environment, especially with more rate cuts on the table. A Fidelity bond fund manager will also discuss how inflation, tariffs, and Fed policy are shaping bond market dynamics. Topics covered: • Interest rate cuts • Bonds & short-term bonds • Tariffs, Government debt, and Fed Independence • Active vs. Passive 00:00 Introd ...

A Health Savings Account (HSA) can not only help you save for medical expenses, but it can also create a financial cushion for the future. Here’s how ➡️ 1207291.2.0 ...

What's just as important as having a trading strategy? Having an exit strategy. ⏰ See how. 1204662.1.0 ...

Here’s a helpful recap of our latest Market Sense panel discussion. This time, we covered different ideas for making the most out of your cash. https://www.fidelity.com/marketsense 1230334.1.0 ...

As the Federal Reserve shifts toward lower interest rates, investors face a new challenge: how to make their cash work harder in an economic landscape where traditional savings vehicles may soon offer diminishing returns. On this episode of Market Sense, we explore investments that can thrive when rates decline and offer strategies for investors looking for other ways to reinvest their cash. Topics covered: • Lower Interest rates • Cash Investments • CDs, short-term bonds, fixed annuities & money market fun ...

College Savings - 529 accounts are useful for covering college expenses [1] - It's important to be careful about how 529 accounts are used to avoid penalties [1] Withdrawal Rules - There are specific withdrawal rules for 529 accounts that must be followed [1]

Long-Term Care Needs & Costs - Government data indicates that approximately 70% of individuals turning 65 today are likely to require some form of long-term care services [1] - Long-term care, whether due to injury, illness, or aging, can be financially burdensome [1] - The podcast episode addresses the financial implications of long-term care without insurance [1] Long-Term Care Insurance - Long-term care insurance is presented as a strategy to safeguard personal and family finances [1] - The discussion covers the definition, cost, and coverage aspects of long-term care insurance [1] - The content explores both traditional and hybrid long-term care insurance policies [1] - The podcast aims to answer questions about long-term care insurance, including eligibility and timing [1] Resources & Support - The Alzheimer's Association is mentioned as a resource, providing a helpline at (800) 272-3900 and online information [1] - Fidelity Investments provides resources on hybrid life insurance with long-term care benefits [1] - Fidelity Investments encourages engagement through various social media platforms [1]