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| Retirement Account Options at Fidelity |
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| Fidelity Retirement Accounts |
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Traditional and Roth IRAs - An Individual Retirement Account (IRA) provides tax-advantaged savings for retirement investors. |
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IRA Evaluator - Use this tool to discover if a Roth or Traditional IRA is right for you. |
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Rollover IRA - If you are considering moving eligible assets out of your employer-sponsored retirement plan, the easiest way is to roll everything over into a single Rollover IRA. This helps you avoid current taxes and penalties, while keeping your eligible savings growing tax-deferred. Fidelity can help make consolidation paperwork easier when you roll over an IRA. |
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Annuities - Annuities can defer taxes on money earmarked for the future or convert current investments into a stream of lifetime income. |
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| Tools to Create an Investment Strategy |
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Portfolio Review - Get straightforward, specific guidance - including analysis of your portfolio, asset allocations, and mutual fund recommendations - so you can fine-tune your portfolio to help meet your financial goals. |
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Portfolio Analysis (requires login) - Get a better idea of how your portfolio is diversified. This tools categorizes your investments into asset classes, including "look through" for mutual funds, giving you a more detailed analysis. |
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Fund Evaluator - Sort through hundreds of funds to find a mutual fund that meets your criteria. |
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Is an Annuity Right for You? - This worksheet helps you determine whether a tax-deferred annuity may be the right choice for a portion of your long-term assets. |
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- A schedule of automatic deposits into your retirement account can help you stick with your plan and make saving for retirement that much easier |
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Simplify Record Keeping: |
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