Calculators & Tools: Investing for Income
Use these tools and resources to help you find the right mix of income-producing investments to meet your retirement needs.
How do you shift from retirement savings to retirement income?
Start with this interactive tutorial to help you make the transition to retirement with confidence, focusing on risks, priorities, and income strategies.
Guide to Retirement Income Investing
Includes videos featuring Fidelity customers and their stories
Estimate your monthly income and develop a plan of action
Once you've completed the Retirement Income Planner, use this tool to help you find a mix of income-producing investments that meet your needs in retirement.
Fidelity Income Strategy Evaluator®
You’ll get a printable report with clear next steps.
Find out your options for guaranteed annuity payments
Answer a few simple questions for an estimate of guaranteed income annuity payments from preferred providers.
Guaranteed Income Estimator
For investors 45 or older