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?
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 make sure you have enough money to last in retirement?
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
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.
How much money will you need to withdraw once you retire?
Use this tool to project your required account withdrawals after age 70½.
Minimum Required Distribution (MRD) Calculator
Time to complete: About 5 minutes