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Retirement Quick Check

If you’re more than five years from retirement, we’ll provide a meaningful snapshot of how much you’re on track to save, and offer suggestions to help you reach your savings goals. It takes about 30 minutes.

What to expect

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  • No paperwork necessary. As a customer, all you need to do is log in. We’ll fill in all your necessary financial information and give you the option to include accounts held outside of Fidelity.
  • Answer a few easy questions. It’s okay if you don’t yet know the specifics of your retirement income and expenses.

What you'll get

  • A needs assessment. We’ll project out your current income, expenses, and assets to help you determine how much monthly income you’ll need, show you the progress you’ve made with your current savings strategy, and suggest what it may take to reach your goal.
  • A detailed action plan. We’ll provide a printable report with clear next steps to help you improve your retirement savings strategy.

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

Retirement Quick Check is an educational tool.
IMPORTANT: The projections or other information generated by Fidelity’s Retirement Quick Check 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.
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