Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund · NASDAQ:FSTZX
Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund — Fidelity — Investor Presentation (November 2025)
6 slides from Fidelity Series 0-5 Year Inflation-Protected Bond Index Fund's investor presentation, November 2025
Slide 1: Retirement and Eligibility Guidelines: Rollover IRA
Retirement and Eligibility Guidelines ROLLOVER IRA ELIGIBILITY REQUIREMENTS CONTRIBUTION LIMITS TAX IMPLICATIONS DEADLINE Direct vs. Indirect Maximum Catch-Up Spousal IRA for Age Eligible Assets Rollover1 Contribution Contributions Non-Working Spouse Not Tax Deductible No age limit Assets may come D
Slide 2: Roth IRA
ROTH IRA ELIGIBILITY REQUIREMENTS CONTRIBUTION LIMITS TAX IMPLICATIONS DISTRIBUTIONS DEADLINE Spousal IRA for Maximum Catch-Up Non-Working Tax Deductible or Required Minimum Age Modified Adjusted Gross Income (AGI) Contribution Contributions Spouse Non-Deductible4 Distributions No age limit Single o
Slide 3: Traditional IRA
TRADITIONAL IRA ELIGIBILITY REQUIREMENTS CONTRIBUTION LIMITS TAX IMPLICATIONS DISTRIBUTIONS DEADLINE Spousal IRA for Maximum Catch-Up Non-Working Tax Deductible or Required Minimum Age Modified Adjusted Gross Income (AGI) Contribution Contributions Spouse Non-Deductible4 Distributions No maximum Sin
Slide 4: SEP IRA and SIMPLE IRA
SEP IRA EMPLOYEE ELIGIBILITY REQUIREMENTS CONTRIBUTION LIMITS6,7 TAX IMPLICATIONS DEADLINE Age Work History Compensation7 Maximum Contribution Catch-Up Contributions Pretax Salary Deferrals For Plan Setup 21 or older Worked 3 of the past 5 At least $800 Lesser of 25% of No Yes Employer’s IRS tax-fil
Slide 5: 401(k) Plans
401(k) PLANS EMPLOYEE ELIGIBILITY REQUIREMENTS TAX IMPLICATIONS DEADLINE Total Employee and Maximum Salary Catch-Up Employer Pretax Salary Age Work History Compensation Deferral Contributions Contributions Deferrals 21 or older Completed 12 The lesser of 100% Yes The employee may join the $7,500 for
Slide 6: Contact your financial representative to learn more
Contact your financial representative to learn more about managing your retirement plan savings. Not NCUA or NCUSIF insured. May lose value. No credit union guarantee. Unless otherwise expressly disclosed to you in writing, the information provided in this material is for educational purposes only.