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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 may 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

Other income investing tools

Bond Ladder Tool lock_green
Create a consistent income stream by investing in different bonds.

Price-Yield Calculator
Calculate the estimated yield or price of a bond.

Retirement Income Planner
Create a plan to ensure you have enough money to last in retirement.

IMPORTANT: The projections or other information generated by Fidelity Income Strategy Evaluator(R) and Retirement Income Planner, regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each use and over time.
Calculators and tools are provided for educational purposes only. Guidance provided by Fidelity is educational in nature, is not individualized, and is not intended to serve as the primary or sole basis for your investment or tax-planning decisions.
As with all your investments through Fidelity, you must make your own determination whether an investment in any particular security or securities is consistent with your investment objectives, risk tolerance, financial situation and your evaluation of the security. Be sure to review your decisions periodically to make sure they are still consistent with your goals.
Images are provided for illustrative purposes only.