Retirement
Recently featured retirement planning and spending articles, selected by our financial news editors
News Article
Managing Social Security if you’re single, widowed or divorced
- Fidelity Viewpoints
- - 09/21/2021
If you’re not married, navigating your Social Security benefits comes with many different considerations. These strategies can help you with making the right choices.
News Article
How an HSA can also be a powerful part of your nest egg
- By Bob Carlson,
- Forbes
- - 09/27/2021
If you have a high-deductible medical plan, you may have access to a health savings account (HSA). But did you know it can double as a tax-friendly retirement plan?
Infographic
Understanding your options when you inherit an IRA or 401(k)
- Kiplinger
- - 10/07/2021
Retirement plan accounts can be great tools for passing assets to beneficiaries, but the rules surrounding them are complex. Learn about the options available to heirs.
News Article
Knowing when it’s the right time to start collecting Social Security
- By Susan B. Garland,
- The New York Times News Service
- - 09/01/2021
One of the biggest debates about retirement is timing your Social Security benefits. Do you go early or wait as long as you can? Here’s what many experts say to do.
News Article
Here’s how to track down a lost retirement account
- By David Rodeck,
- Kiplinger
- - 08/27/2021
Congress is considering an online lost-and-found database for errant retirement plans. In the meantime, these strategies could help you find one a little sooner.
Saving for Retirement
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Taking Social Security at 62 vs. waiting
Holding off on claiming Social Security past your full retirement age could get you an 8% increase in your benefit. If you can afford the wait, it might make better sense. -
With careful planning, you can live a fulfilling and happy life in retirement
Our editors curated five articles covering a variety of retirement plans—from preparing your home for aging in place to making the most of your income in retirement. -
What a healthy bump in Social Security benefits could mean for you
Based on current inflation figures, Social Security recipients are set to see a 5.9% cost-of-living adjustment next year. Here’s how that could affect some seniors’ finances. -
$1 million might not be your magic number for retirement
You’ve probably heard you’ll need at least a million dollars saved to comfortably retire. There’s no one-size-fits-all solution, though, and you may do just fine on less.
401(k)
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Understanding your options when you inherit an IRA or 401(k)
Retirement plan accounts can be great tools for passing assets to beneficiaries, but the rules surrounding them are complex. Learn about the options available to heirs. -
How an HSA can also be a powerful part of your nest egg
If you have a high-deductible medical plan, you may have access to a health savings account (HSA). But did you know it can double as a tax-friendly retirement plan? -
Some lawmakers want to eliminate this backdoor Roth IRA strategy
Many Americans have been using a tax method known as a mega-backdoor Roth conversion to increase their savings, but House Democrats want to do away with it. -
Here’s how to track down a lost retirement account
Congress is considering an online lost-and-found database for errant retirement plans. In the meantime, these strategies could help you find one a little sooner.
Getting Ready to Retire
-
Taking Social Security at 62 vs. waiting
Holding off on claiming Social Security past your full retirement age could get you an 8% increase in your benefit. If you can afford the wait, it might make better sense. -
What a healthy bump in Social Security benefits could mean for you
Based on current inflation figures, Social Security recipients are set to see a 5.9% cost-of-living adjustment next year. Here’s how that could affect some seniors’ finances. -
$1 million might not be your magic number for retirement
You’ve probably heard you’ll need at least a million dollars saved to comfortably retire. There’s no one-size-fits-all solution, though, and you may do just fine on less. -
Calculating how much care you’ll need as you get older
Most seniors will need some kind of assistance as they age. The big questions they face are how much will they need and for how long, and what’s the ultimate cost?
Living in Retirement
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Taking Social Security at 62 vs. waiting
Holding off on claiming Social Security past your full retirement age could get you an 8% increase in your benefit. If you can afford the wait, it might make better sense. -
Solo aging: How to find patient support
Sometimes older people who are on their own can get frustrated with the quality of their healthcare. A patient advocate can help them navigate the system. -
With careful planning, you can live a fulfilling and happy life in retirement
Our editors curated five articles covering a variety of retirement plans—from preparing your home for aging in place to making the most of your income in retirement. -
How to make sure you’re choosing the right Medicare drug coverage
Not all Medicare Part D prescription drug plans are created equal. The lowest overall costing plan might not fit your prescription needs, so it’s important research carefully.
About FICS
Fidelity Interactive Content Services (FICS) is a team of financial journalists that curates content from leading 3rd-party publishers.
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