Retirement Management- Keep Your Retirement on Track

Find out at a glance if your retirement plan is on track.

Go to myPlan® Monitor

Verify that the amount of your savings matches what you intended. Are you putting enough in? Are you taking too much out?

Review your statements to track your Fidelity account activity.

Compare your current asset allocation to your investment strategy and make any necessary adjustments.

Get a comprehensive analysis with Portfolio Review.

At least once a year, and whenever you have a major life change, review your retirement plan to keep your goals and investments strategy in sync with the reality of your life.

Revisit your retirement plan.
Review your beneficiary designations.

Keep My Plan Up to Date? Manage My Retirement Income? Take Withdrawals During Retirement? Take Minimum Required Distributions After Age 70½?	Find out at a glance if your retirement plan is on track. Go to myPlan® Monitor Verify that the amount of your savings matches what you intended. Are you putting enough in? Are you taking too much out? Review your statements to track your Fidelity account activity. Compare your current asset allocation to your investment strategy and make any necessary adjustments. Get a comprehensive analysis with Portfolio Review. At least once a year, and whenever you have a major life change, review your retirement plan to keep your goals and investments strategy in sync with the reality of your life. Revisit your retirement plan. Review your beneficiary designations.	Minimum Required Distribution Calculator Get help determining your IRS required distributions when you are age 70½. Substantially Equal Periodic Payment Calculator Avoid IRS tax penalties if you plan to withdraw from your tax-deferred savings before age 59½. Collecting Social Security Benefits? Direct deposit your Social Security checks to your Fidelity account.
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Retirement Resource Center