• Print
  • Default text size A
  • Larger text size A
  • Largest text size A

Calculators & Tools

Our comprehensive calculators and tools can help you make smarter, more-informed decisions.

Plan for the retirement you've always wanted

The Planning & Guidance Center helps make it easy to get a holistic view of your financial plan from one place. With this tool, you can see how prepared you may be for retirement, review and evaluate different investment strategies, and get a report with clear next steps for you to consider.

Explore our tools by topic

Learn how to get the most out of an IRA and get help building an income strategy to meet your needs.

Get help building a foundation for smart investing, then learn how to create and monitor your portfolio.

Looking for a tool you've used in the past?

The Retirement Income Planner, Retirement Quick Check, and Portfolio Review tools have all been combined into the new Planning & Guidance Center experience.

Go to the new experience

IMPORTANT: The projections or other information generated by Fidelity’s Planning & Guidance Center Retirement Analysis 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.