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Calculators & Tools: Living on Retirement Income

These tools will help you be better prepared to make your investment income last throughout your retirement years.

How do you shift from retirement savings to retirement income?

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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

How do you help ensure you have enough money to last in retirement?

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If you're within five years of retirement or already retired, use this tool to create a comprehensive plan to help ensure you have enough money to last throughout retirement by matching detailed expenses against potential income sources.

Retirement Income Planner
Time to complete: About 30 minutes

Estimate your monthly income and develop a plan of action

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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.

Guidance provided by Fidelity through Fidelity Income Strategy Evaluator and Retirement Income Planner is educational in nature, is not individualized, and is not intended to serve as the primary basis for your investment or tax-planning decisions.
IMPORTANT: The projections or other information generated by the Fidelity Income Strategy Evaluator 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.
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.
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