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We can help you have the income you need while you’re living in retirement by:

  • Creating a retirement income plan and investment strategy to help meet your needs
  • Reallocating your investments to help control the risk in your account as you go through retirement
  • Setting up regular withdrawals to help you meet your expense needs in retirement
  • Deciding which assets should be used to generate the income you need
  • Adjusting your investment plan to an income-producing strategy with less risk
  • Keeping your plan aligned with your goals through annual reviews and check-ins

Fidelity Portfolio Advisory Service® can help you plan for living in retirement.

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