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Retirement

Smart, focused guidance on all aspects of retirement planning and spending.

Saving for Retirement

  • Retirement-savings advice for your 20s and 30s

    Take advantage of the decades you have before retirement to establish good savings habits and benefit from the magic of compounding.
  • Considering annuities? Read this first

    Just as the recent market turbulence has more people looking to annuities, 2016 is turning out to be a tricky year to buy them. Here's what you should know, plus six key factors to think about.
  • The tax benefits of HSAs for retirement savings

    Most people overlook health-savings accounts as a retirement-savings vehicle. Here's how to use tax advantages that come with HSAs to cover medical costs, a major expense, in retirement.
  • Why you shouldn't wait out the market

    Given recent market turbulence, you may be hesitant to invest in stocks. Rather than looking for the right time to jump in, focus on the right asset mix for your risk tolerance.

401(k)

  • Retirement-savings advice for your 20s and 30s

    Take advantage of the decades you have before retirement to establish good savings habits and benefit from the magic of compounding.
  • The tax benefits of HSAs for retirement savings

    Most people overlook health-savings accounts as a retirement-savings vehicle. Here's how to use tax advantages that come with HSAs to cover medical costs, a major expense, in retirement.
  • Getting more out of this tax season

    Whether you get a refund or owe taxes, there's much more to be gleaned from tax time. Here are ways to use your tax data to get on better financial footing.
  • Navigating retirement distribution rules

    The rules for the required minimum distributions you must take from your retirement accounts starting the year you turn 70½ can be tricky. Here's what you need to know, and how to get started.

Getting Ready to Retire

Living in Retirement

  • 12 places to retire if you like the cold

    Are you more snow than snow bird? When you're looking for a place to retire the beach and sun aren't always for everyone. These 12 cold-weather places are great for retirees.
  • Navigating retirement distribution rules

    The rules for the required minimum distributions you must take from your retirement accounts starting the year you turn 70½ can be tricky. Here's what you need to know, and how to get started.
  • Consider lump-sum pension payouts carefully

    Deciding whether to take a one-time pension payout or a monthly payment for life is a decision that can have major financial consequences.
  • Donating to charity from your IRA

    The Qualified Charitable Distribution is now permanent under the latest budget deal, which means retirees can make charitable donations from their IRAs anytime.
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Content for this page, unless otherwise indicated with a Fidelity pyramid logo, is published or selected by Fidelity Interactive Content Services LLC ("FICS"), a Fidelity company with main offices in New York, New York. All Web pages that are published by FICS will contain this legend. FICS was established to present users with objective news, information, data and guidance on personal finance topics drawn from a diverse collection of sources including affiliated and non-affiliated financial services publications and FICS-created content. Content selected and published by FICS drawn from affiliated Fidelity companies is labeled as such. FICS selected content is not intended to provide tax, legal, insurance or investment advice and should not be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security by any Fidelity entity or any third-party. Quotes are delayed unless otherwise noted. FICS is owned by FMR LLC and is an affiliate of Fidelity Brokerage Services LLC. Terms of use for Third-Party Content and Research.
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fidelity-fbs-iconThese links are provided by Fidelity Brokerage Services LLC ("FBS") for educational and informational purposes only. FBS is responsible for the information contained in the links. FICS and FBS are separate but affiliated companies and FICS is not involved in the preparation or selection of these links, nor does it explicitly or implicitly endorse or approve information contained in the links.
Content for this page, unless otherwise indicated with a Fidelity pyramid logo, is published or selected by Fidelity Interactive Content Services LLC ("FICS"), a Fidelity company with main offices in New York, New York. All Web pages that are published by FICS will contain this legend. FICS was established to present users with objective news, information, data and guidance on personal finance topics drawn from a diverse collection of sources including affiliated and non-affiliated financial services publications and FICS-created content. Content selected and published by FICS drawn from affiliated Fidelity companies is labeled as such. FICS selected content is not intended to provide tax, legal, insurance or investment advice and should not be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security by any Fidelity entity or any third-party. Quotes are delayed unless otherwise noted. FICS is owned by FMR LLC and is an affiliate of Fidelity Brokerage Services LLC. Terms of use for Third-Party Content and Research.
fidelity-fbs-iconThese links are provided by Fidelity Brokerage Services LLC ("FBS") for educational and informational purposes only. FBS is responsible for the information contained in the links. FICS and FBS are separate but affiliated companies and FICS is not involved in the preparation or selection of these links, nor does it explicitly or implicitly endorse or approve information contained in the links.
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