I Maxed Out My 401(k): Now What? - 7/16/24 | Market Sense | Fidelity Investments

On this episode of Market Sense, we are suggesting next-level strategies for anyone who has maxed out their 401(k) or other workplace retirement plan. Plus, a major market development: a shift in market leadership, with small caps recently taking the lead over big tech. Is this a sign market "broadening" is underway?

00:00 Intro
01:57 Latest market news
05:35 Economic commentary
10:25 HSAs
11:43Backdoor Roth IRA
13:46 Mega-backdoor Roths
15:33 Annuities
17:34 Brokerage accounts
19:14 Timmer’s Take

Questions? Drop them below 👇 and we’ll reply right in the comments.

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DISCLAIMER: For workplace use, business to assume risk of promoting.

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