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Personal Investments • SS plus annuitizing half of portfolio to cover living expenses?

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I did a quick check and Fidelity does offer an automatic withdrawal plan that you can use with your 401k plan to distribute money from your bond mutual fund. Here is the form:

https://nb.fidelity.com/bin-public/600_ ... yments.pdf

If you end up rolling over the plan or part of the plan to an IRA you will need a different form.

https://www.fidelity.com/bin-public/060 ... ls-ira.pdf

They allow monthly, quarterly, or annual payments.

Statistics: Posted by Harmanic — Mon Sep 16, 2024 7:28 pm — Replies 25 — Views 1287



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