Should Retirees Include Bitcoin in Their Retirement Portfolio?

Peter Richon ·
June 14, 2024

Fidelity recently published a white paper titled: The Case for Bitcoin. Fidelity researchers state that a 2% allocation to Bitcoin could allow for an increase in annual spending ranging from 1%-4%, and a 5% Bitcoin allocation could allow for an increase in annual spending by as much as 9.5%. Considering those findings, Peter with Richon Planning discusses the findings with Erin Kennedy and weighs in on whether retirees or pre retirees should incorporate Bitcoin into their retirement portfolio. If you have any questions about whether your portfolio is properly diversified, or if you’d like to learn more about investing in Bitcoin, please reach out to Peter by calling (919) 300 – 5886 or visit www.RichonPlanning.com.

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