Whether you are retiring or leaving a job for other reasons, it is important to make informed decisions about your retirement savings options. This video will help you learn how to evaluate your situation and assist you in making the most of what you’ve saved.
When to convert, how to figure out taxes, why you may want to undo a conversion, and more.
The Traditional Individual Retirement Account (IRA) and the Roth IRA offer ways to save for retirement, although each offers different benefits and advantages.
Retirement at Fidelity
From IRA basics and rollovers to contributions and withdrawals, let Fidelity teach you about which IRA may be right for you and how to manage it.
Let Fidelity help you plan for retirement based on your stage of life.
Calculators and tools to review and plan for your financial goals.
Fidelity does not provide legal or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Fidelity cannot guarantee that the information herein is accurate, complete, or timely. Fidelity makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.