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Erin Talks Money

You Might Only Need 55% in Retirement - Fidelity’s 45% Portfolio Rule Explained

Mar 19, 2026 · 0:18:24
AI Summary
  • Fidelity's 45% rule suggests needing only 55% of pre-retirement income.
  • Examines retirement income replacement ratios using Bureau of Labor Statistics data.
  • Questions the traditional 80% rule, especially for higher-income households.

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