Retirement
Smart, focused guidance on all aspects of retirement planning and spending.
News Article
Your eyes could be hiding health problems
- By Alessandra Malito,
- MarketWatch
- - 09/07/2018
Overlooking your eyes could lead to serious health and quality of life problems as you age.
News Article
Giving your teen a jump on saving for retirement
- By Ann Carrns,
- The New York Times News Service
- - 08/24/2018
Your kids may have a long time to go before they retire, but it's never too early to begin saving—especially with the money they may have just earned from a summer job. Here's how to get them started.
News Article
When to think twice about a Roth IRA switch
- By Laura Saunders,
- The Wall Street Journal
- - 08/17/2018
There are many great reasons to convert your traditional IRA to a Roth. There are also certain tax situations where making a change might not make sense. Here are a number of them.
News Article
Changes are coming to Medigap plans
- By Kimberly Lankford,
- Kiplinger
- - 08/11/2018
Two Medigap plans, F and C, are scheduled to be phased out. Newly eligible seniors won't be able to sign up, but current beneficiaries should be able to keep them. Here's what you need to know.
Saving for Retirement
-
Why you may regret claiming Social Security too early
A new study finds that early claiming leads to a significant increase in the number of retirees living in poverty. -
Sorting out the taxes on your IRA withdrawal
A closer look at what happens when you withdraw money from an IRA and have some money withheld for taxes. -
How to calculate your actual retirement costs
What percentage of your final salary do you think you'll need for a comfortable retirement? Trying to figure it out can be overwhelming, but this detailed self-assessment may help you find the right number. -
How to create your own pension
With an immediate annuity, you could get a monthly paycheck for life.
401(k)
-
IRS ruling allows 401(k) student loan benefits
More employers may move to adopt a student debt repayment benefit as part of their retirement plan. -
Money-smart reasons to amend your tax return
If you discovered that you missed taking valuable deductions or tax credits over the past three years, consider the following options for amending your tax return. -
5 changes you could see in your 401(k) and IRAs
Congress is mulling major alterations to Americans' retirement plans that could add options, increase transparency and lift restrictions. Here are five of the biggest changes that may come about. -
Retirement legislation could alter 401(k) plans
Lawmakers are seeking consensus on proposals that could amount to the biggest legislative changes to U.S. retirement savings in more than a decade.
Getting Ready to Retire
-
Your eyes could be hiding health problems
Overlooking your eyes could lead to serious health and quality of life problems as you age. -
Finding the right Medicare Advantage plan for you
If you opt for a Medicare Advantage plan instead of traditional Medicare, this online tool can help you find the plan to fit your needs — and budget. -
Don't forget IRA beneficiaries in your estate plan
When it's time to draw up your will, make sure you assign specific beneficiaries for your IRA money. Failing to do this important task can tie up the funds and cost your heirs undue stress and expense. -
Prepping for the next bear market
With stocks hitting new records, it may be hard to think about the next major downturn. And while many signs point to continued gains for the markets, bears do come back, so it can't hurt to be ready.
Living in Retirement
-
Your eyes could be hiding health problems
Overlooking your eyes could lead to serious health and quality of life problems as you age. -
Retirees, find help to cover expensive drug costs
Out-of-pocket expenses for prescriptions can do serious damage to your retirement income. But there are options. -
Don't forget IRA beneficiaries in your estate plan
When it's time to draw up your will, make sure you assign specific beneficiaries for your IRA money. Failing to do this important task can tie up the funds and cost your heirs undue stress and expense. -
Prepping for the next bear market
With stocks hitting new records, it may be hard to think about the next major downturn. And while many signs point to continued gains for the markets, bears do come back, so it can't hurt to be ready.
About FICS
Fidelity Interactive Content Services (FICS) is a team of financial journalists that curates content from leading 3rd-party publishers.
Fidelity Viewpoints®
Links provided by Fidelity Brokerage Services
Viewpoints articles provide Fidelity's perspective on retirement, investing and other financial topics.
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.
These 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.
Before investing, consider the funds' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.
