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Retirement- 2007 Retirement Income Launch
News Release: Fidelity Launches Innovative Investment Products That Make It Easier to Create Retirement Income That Can Last a Lifetime (PDF)
Fact Sheet:
•   Fidelity Growth and Guaranteed Income Annuity At-A-Glance (PDF)
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Annuities and Life Insurance
Backgrounder: Fidelity Investments Life Insurance Company
Timeline: Fidelity Investments Life Insurance Company
News Release: Fidelity Investments Reports Triple-Digit Growth In Deferred Variable Annuity Sales
Fact Sheets:
•   Fidelity Freedom Lifetime IncomeSM
•   Fidelity Personal Retirement AnnuitySM
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Brokerage – General Information
Milestones: Wireless
Highlights: Second Quarter 2007 Business Highlights (PDF)
 
Brokerage – Fidelity Active Trader Services
Fact Sheets:
•   Active Trader Pro
•   Active Trader Services
•   Fidelity Investments Commission Schedule
Demo: Active Trader Pro
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Charitable Giving
News Release: Fidelity® Study Finds Millions Of Americans Who Make Cash Donations To Charities Could Benefit More By Giving Appreciated Securities
Report: Smart Giving Report (PDF)
Executive Summary: Smart Giving Executive Summary (PDF)
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Charitable Giving
Backgrounders:
•   Fidelity Private Foundation Services
•   Fidelity Charitable Gift Fund
Fact Sheets:
•   Fidelity Charitable Gift Fund (PDF)
Timeline: The Fidelity Charitable GiftSM Milestones (PDF)
Guidance: Top 10 Giving Tips
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College Planning
Fact Sheets:
•   UNIQUE College Investing PlanSM
•   U.Fund College Investing PlanSM
•   Delaware College Investment PlanSM
•   Fidelity Advisor 529 PlanSM
•   ScholarShare College Savings Plan
•   ScholarShare Advisor College Savings Plan
Guidance: College Savings Strategies
College Planning – College Savings Indicator
News Release: Fidelity's College Savings Indicator Finds Parents Are Projected To Meet Only 24 Percent of Future College Costs (PDF)
Executive Summary: College Savings Executive Summary (PDF)
Fact Sheets:
•   College Savings Indicator – New Hampshire (PDF)
•   College Savings Indicator – Massachusetts (PDF)
•   College Savings Indicator – Delaware (PDF)
•   College Savings Indicator – Arizona (PDF)
•   College Savings Indicator – California (PDF)
College Planning – "Family In-Tuition" Parent & Teen Research
Fact Sheet: 529 College Savings Plans Managed by Fidelity
Survey: 2004 Nationwide College Savings Survey Highlights of Findings (PDF)
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Mutual Funds
Backgrounder: Mutual Funds
Fact Sheets:
•   Fidelity Investments Mutual Funds
•   Specific Share Identification for Mutual Funds
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Planning Tools
Fact Sheet: Portfolio Analysis
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Retirement — 2007 Fidelity Research Institute Retirement Index
News Release: Fidelity Research Institute Retirement Index Finds Working Americans On Track To Replace 58 Percent Of Income In Retirement
Study: 2007 Fidelity Research Institute Retirement Index Study (PDF)
Retirement — 2007 Fidelity Married Couples Research
News Release: Fidelity Research Finds Husbands And Wives Approaching Retirement Have Different Understanding Of Their Financial Plans
Study: Fidelity Married Couples Research Executive Summary (PDF)
Check List: You and Your Spouse: A Retirement Planning Checklist (PDF)
Retirement — Smart Moves for Retirement Readiness: Labor Day/ August 2005
Check List: Labor Day Retirement Check List (PDF)
Fact Sheet: Retirement Planning Education, Tools & Resources
Graphic: Reasons Why Americans Are Delaying Retirement (PDF)
News Release: Fidelity Finds One In Three Workers Delaying Retirement
Study: Mapping the Road to Retirement (PDF)
Survey: Retirement Readiness Findings
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Retirement — Smart Moves for Retirement Readiness: Retirement Index/ Fall 2005
News Release: Fidelity Reports Modest Decline In Americans' Retirement Readiness
Chart: Fall 2005 Index Findings
Retirement – Smart Moves for Retirement Readiness: Retirement Index Launch/ June 2005
Fact Sheets:
•   Fidelity Retirement Index
•   Retirement Planning Tools, Education & Resources
•   Fidelity Advisor Retirement income Services
News Releases:
•   New "Fidelity Retirement Index" Reports America's Retirement Readiness
•   Fidelity Brokerage Company President, Ellyn McColgan, Challenges Americans on Their Retirement
Guidance: Ten Smart Moves
Retirement – 2005 IRA/Retirement Season
Fact Sheets:
•   Fidelity SimpleStart IRA
•   Busting IRA Myths
News Releases:
•   Fidelity Research Shows Majority of Americans Expect to Fare Better Financially in Retirement Than Their Parents
Survey: Highlights of 2005 Study Findings
Graphic: Retirement Tips, Trends and Solutions for Every Generation (PDF).
Retirement – Fidelity Retirement Income Advantage
Backgrounder: Income Management Account Launch
Fact Sheets:
•   Facts, Figures and Findings
•   Fidelity Retirement Income Advantage
News Release: Fidelity Retirement Income Advantage
Graphics:
•   Infographic (PDF)
•   Fidelity Retirement Income Advantage Overview (PDF)
Demo: Fidelity Retirement Income Advantage Overview
Retirement – 30th Anniversary of the IRA
Fact Sheets:
•   IRA Pearls of Wisdom
•   Fidelity Survey Reveals Americans Encouraged About Saving for Retirement
Timeline: The Evolution of the IRA (PDF)
Chart: Roth or Traditional IRA (PDF)
Retirement – Findings of a National Survey of American Job Changers
Reports:
•   Job Changers Action Plan
•   Ten Things Job Changers Should Know About Workplace Retirement Savings
•   Workplace Retirement Savings Plans Comparison
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