Retiree Investment Losses in 2022 | Fidelity Data

This video discusses retiree's investment losses so far in 2022, using the Fidelity Age Based Funds (called the Fidelity Freedom Funds) for those who retired between 2010 and 2020 as a benchmark. The video also discusses what things look like for those close to retirement using the Fidelity Freedom Fund 2025.

As the largest 401k provider in the world, Fidelity has over $11 trillion of assets under management. This data gives excellent insight into just how big the 2022 losses are for retirees who are invested in these and other similar types of investments.

The video concludes with what to do in a bad market and Geoff discusses his own actions in difficult market conditions such as these.

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Disclaimer: this video is for educational and entertainment purposes only and is not meant to be a substitute for legal, accounting, tax, or professional advice. If you have any specific questions about any legal, accounting, tax or other professional service matter you should consult the appropriate professional services provider.

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