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Retirement Income Investing

Are you on the right path?


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Saving was just the beginning. We can help with what's next.

After a lifetime of saving, building a strategy for income in retirement is a whole new challenge. We can help you balance the need to make your money last while still living the life you picture.

Our investment professionals will work with you one on one to:

  • Get to know you, your retirement goals, and to help create your retirement "paycheck"
  • Understand options with critical decisions, such as pension payouts and social security
  • Explain ways to help protect yourself against rising health care costs, taxes, and inflation
  • Help you stay on track as your needs and lifestyle change

Essential concepts of investing for income in retirement

Fidelity Guide to Retirement Income Investing

Use this simple visual guide to learn about certain risks, priorities, and common strategies to keep in mind.

 Fidelity Guide to Retirement Income Investing

Please visit fidelity.com/incomeguide using a computer, not a mobile device, for the best experience.



Ready to put your strategy into action?

Here are some investment types that you may want to consider to bring your strategy to life.

 

CALL FOR 1:1 HELP

from a Fidelity Investment Professional

800-732-9590

800-732-9590

Expect a different kind of relationship

Call us or visit your local Investor Center for a free one-on-one consultation.


Get started with our online tools

We make it easy to begin building a strategy yourself:

Retirement Income Planner

Retirement Income Planner can help you plan for the retirement you want.

Fidelity Income Strategy EvaluatorSM

Explore income strategies for your retirement income.


Get Viewpoints from Fidelity's experts

Taking a Pension Payout

Three steps to help decide


Share your ideas

What are your thoughts on retirement income? Keep the conversation going and learn what others think.


Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.

Although consultations are one-on-one, guidance provided by Fidelity is educational in nature, is not individualized, and is not intended to serve as the primary or sole basis for your investment or tax-planning decisions.

Retirement Income Planner and Fidelity Income Strategy Evaluator are educational tools.

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