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Retirement Checklist

During your working years, you had a financial plan for putting away money to help you reach retirement. Now that you’re there, you’ll need a well-thought-out strategy to help make your assets last throughout your retirement.

Preparing to retire

As you approach retirement, you’ll need to make important decisions and begin taking actions to ensure you’re ready to retire. Consider the following questions:

  • Are you financially ready to retire?
  • How can you take advantage of ways to save more?
  • What steps are needed to create a retirement income and portfolio strategy to make the most of your retirement assets?
  • Do you have an understanding of how health care and Social Security will impact your expenses and income strategy in retirement?

Fidelity solutions

Living on retirement income

Once you’re living in retirement, your primary financial concern is to protect your assets and make your money last. You’ll need to take the following actions:

  • Position your portfolio to help generate income.
  • Create a strategy to help manage retirement income.
  • Develop an easy-to-follow schedule for actively managing your portfolio.

Fidelity solutions

  • In our Living in Retirement section, we can help you understand the steps needed to make your retirement income last.

What we offer

Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.

Guidance provided by Fidelity is educational in nature, is not individualized, and is not intended to serve as the primary or sole basis for your investment or tax-planning decisions.

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