Great, you have saved this article to you My Learn Profile page.

Assessing your retirement income plan

Clicking a link will open a new window.

Facebook
Twitter
LinkedIn
Email

4 things you may not know about 529 plans

Clicking a link will open a new window.

Send to

Please enter a valid email address

Your email address

Please enter a valid email address

Message

Important legal information about the email you will be sending. By using this service, you agree to input your real email address and only send it to people you know. It is a violation of law in some juristictions to falsely identify yourself in an email. All information you provide will be used solely for the purpose of sending the email on your behalf. The subject line of the email you send will be “Fidelity.com”.

Thanks for you sent email.

Investing for income
Preparing for retirement
Living in retirement
Saving for retirement

Assessing your retirement income plan

A good plan can help generate cash flow in retirement.

Read relevant legal disclosures

Whether you are just beginning the transition from working to retirement, or have recently retired, it's probably a good time to assess your plan for supporting the lifestyle you want in retirement. This short video series will help you understand the process, and help you get started creating, or assessing, your own plan to generate cash flow in retirement.

Are you on track for retirement?

Review your retirement savings plan and see how small changes could improve your outlook.

Review my plan

More to explore

See how you're doing

Find out if you're contributing enough to your retirement savings.

Save 1% more

This small percentage can add up to a lot in retirement.

Subscribe to Fidelity Viewpoints^®

Timely news and insights from our pros on markets, investing, and personal finance.(debug tcm:2365-349569)

Looking for more ideas and insights?

We'll deliver them right to your inbox.

Manage subscriptions

Thanks for subscribing!

Check out your Favorites page, where you can:

Tell us the topics you want to learn more about
View content you've saved for later
Subscribe to our newsletters

Go to Favorites

We're on our way, but not quite there yet

Good news, you're on the early-access list.
But we're not available in your state just yet. As soon as we are, we'll let you know. In the meantime, boost your crypto brainpower in our Learning Center.

Manage subscriptions

Oh, hello again!

Good news, you’re already on the early-access list. Keep an eye on your email for your invitation to Fidelity Crypto.

Manage subscriptions

All fields are required.

First name

Enter your first name.

First name must be no more than 30 characters.

First name must be at least 2 characters.

Sorry, we can't update your subscriptions right now. Please try again later.

Last name

Please enter a valid last name. e.g. Doe.

Enter your last name.

Last name must be no more than 30 characters.

Last name must be at least 2 characters.

Sorry, we can't update your subscriptions right now. Please try again later.

Email address

Enter a valid email address. e.g. name@fidelity.com.

Enter your email address.

Enter a valid email address (like name@fidelity.com).

Email address can not exceed 100 characters.

Please enter a valid email address. e.g. name@fidelity.com.

Thank you for subscribing.

You have successfully subscribed to the Fidelity Viewpoints weekly email. You should begin receiving the email in 7–10 business days.

We were unable to process your request.

Please Click Here to go to Viewpoints signup page.

All fields are required.

First name

Enter your first name.

First name must be no more than 30 characters.

First name must be at least 2 characters.

Sorry, we can't update your subscriptions right now. Please try again later.

Last name

Please enter a valid last name. e.g. Doe.

Enter your last name.

Last name must be no more than 30 characters.

Last name must be at least 2 characters.

Sorry, we can't update your subscriptions right now. Please try again later.

Email address

Enter a valid email address. e.g. name@fidelity.com.

Enter your email address.

Enter a valid email address (like name@fidelity.com).

Email address can not exceed 100 characters.

Please enter a valid email address. e.g. name@fidelity.com.

Thank you for subscribing

Nice work! Need to edit for crypto.

We'll be in touch soon. In the meantime, visit Need to edit for crypto to stay up to date.

We're unable to complete your request at this time due to a system error. Please try again after a few minutes.

All fields are required.

First name

Enter your first name.

First name must be no more than 30 characters.

First name must be at least 2 characters.

Sorry, we can't update your subscriptions right now. Please try again later.

Last name

Please enter a valid last name. e.g. Doe.

Enter your last name.

Last name must be no more than 30 characters.

Last name must be at least 2 characters.

Sorry, we can't update your subscriptions right now. Please try again later.

Email address

Enter a valid email address. e.g. name@fidelity.com.

Enter your email address.

Enter a valid email address (like name@fidelity.com).

Email address can not exceed 100 characters.

Please enter a valid email address. e.g. name@fidelity.com.

Thank you for subscribing.

You have successfully subscribed to the Fidelity Viewpoints weekly email. You should begin receiving the email in 7–10 business days.

We were unable to process your request.

Please Click Here to go to Viewpoints signup page.

All fields are required.

First name

Enter your first name.

First name must be no more than 30 characters.

First name must be at least 2 characters.

Sorry, we can't update your subscriptions right now. Please try again later.

Last name

Please enter a valid last name. e.g. Doe.

Enter your last name.

Last name must be no more than 30 characters.

Last name must be at least 2 characters.

Sorry, we can't update your subscriptions right now. Please try again later.

Email address

Enter a valid email address. e.g. name@fidelity.com.

Enter your email address.

Enter a valid email address (like name@fidelity.com).

Email address can not exceed 100 characters.

Please enter a valid email address. e.g. name@fidelity.com.

Thank you for subscribing.

You will begin receiving the Fidelity Viewpoints Active Investor newsletter.

We were unable to process your request.

Please visit www.fidelity.com/viewpoints.

All fields are required.

First name

Enter your first name.

First name must be no more than 30 characters.

First name must be at least 2 characters.

Sorry, we can't update your subscriptions right now. Please try again later.

Last name

Please enter a valid last name. e.g. Doe.

Enter your last name.

Last name must be no more than 30 characters.

Last name must be at least 2 characters.

Sorry, we can't update your subscriptions right now. Please try again later.

Email address

Enter a valid email address. e.g. name@fidelity.com.

Enter your email address.

Enter a valid email address (like name@fidelity.com).

Email address can not exceed 100 characters.

Please enter a valid email address. e.g. name@fidelity.com.

Thank you for subscribing.

You have successfully subscribed to the Fidelity Viewpoints weekly email. You should begin receiving the email in 7–10 business days.

We were unable to process your request.

Please Click Here to go to Viewpoints signup page.

All fields are required.

First name

Enter your first name.

First name must be no more than 30 characters.

First name must be at least 2 characters.

Sorry, we can't update your subscriptions right now. Please try again later.

Last name

Please enter a valid last name. e.g. Doe.

Enter your last name.

Last name must be no more than 30 characters.

Last name must be at least 2 characters.

Sorry, we can't update your subscriptions right now. Please try again later.

Email address

Enter a valid email address. e.g. name@fidelity.com.

Enter your email address.

Enter a valid email address (like name@fidelity.com).

Email address can not exceed 100 characters.

Please enter a valid email address. e.g. name@fidelity.com.

Thank you for subscribing

Nice work! Get ready to unleash your inner investor.

We'll be in touch soon. In the meantime, visit Women Talk Money to stay up to date.

We're unable to complete your request at this time due to a system error. Please try again after a few minutes.

All fields are required.

First name

Enter your first name.

First name must be no more than 30 characters.

First name must be at least 2 characters.

Sorry, we can't update your subscriptions right now. Please try again later.

Last name

Please enter a valid last name. e.g. Doe.

Enter your last name.

Last name must be no more than 30 characters.

Last name must be at least 2 characters.

Sorry, we can't update your subscriptions right now. Please try again later.

Email address

Enter a valid email address. e.g. name@fidelity.com.

Enter your email address.

Enter a valid email address (like name@fidelity.com).

Email address can not exceed 100 characters.

Please enter a valid email address. e.g. name@fidelity.com.

Thank you for subscribing

Nice work! Get ready to unleash your inner investor.

We'll be in touch soon. In the meantime, visit Women Talk Money to stay up to date.

We're unable to complete your request at this time due to a system error. Please try again after a few minutes.

Thanks for subscribing to
Looking for more ideas and insights?
You might like these too:

Looking for more ideas and insights? You might like these too:

Fidelity Viewpoints^®

Timely news and insights from our pros on markets, investing, and personal finance.(debug tcm:2 ...

Decode Crypto

Clarity on crypto every month. Build your knowledge with education for all levels.

Fidelity Smart Money^℠

What the news means for your money, plus tips to help you spend, save, and invest.

Active Investor

Our most advanced investment insights, strategies, and tools.

Insights from Fidelity Wealth Management ^℠

Timely news, events, and wealth strategies from top Fidelity thought leaders.

Women Talk Money

Real talk and helpful tips about money, investing, and careers.

Educational Webinars and Events

Free financial education from Fidelity and other leading industry professionals.

Fidelity Viewpoints^®

Timely news and insights from our pros on markets, investing, and personal finance.(debug tcm:2 ...

Decode Crypto Clarity on crypto every month. Build your knowledge with education for all levels.

Fidelity Smart Money^℠

What the news means for your money, plus tips to help you spend, save, and invest.

Active Investor Our most advanced investment insights, strategies, and tools.

Insights from Fidelity Wealth Management ^℠

Timely news, events, and wealth strategies from top Fidelity thought leaders.

Women Talk Money Real talk and helpful tips about money, investing, and careers.

Educational Webinars and Events Free financial education from Fidelity and other leading industry professionals.

Done

Add subscriptions

No, thanks.

Investing for income
Preparing for retirement
Living in retirement
Saving for retirement

This information is intended to be educational and is not tailored to the investment needs of any specific investor.

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

Diversification does not ensure a profit or guarantee against loss.

Past performance is no guarantee of future results. Current and future portfolio holdings are subject to risk. Investing in a variable annuity involves risk of loss—investment returns, contract value, and, for variable income annuities, payment amount are not guaranteed and will fluctuate.

IMPORTANT: The projections or other information generated by the Planning & Guidance Center's Retirement Analysis regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Your results may vary with each use and over time.

712704.5.0

Are you on track for retirement?

More to explore

See how you're doing

Save 1% more

Subscribe to Fidelity Viewpoints®

Looking for more ideas and insights?

Thanks for subscribing!

We're on our way, but not quite there yet

Oh, hello again!

Thanks for subscribing to Looking for more ideas and insights? You might like these too:

Looking for more ideas and insights? You might like these too:

Fidelity Viewpoints®

Decode Crypto

Fidelity Smart Money℠

Active Investor

Insights from Fidelity Wealth Management ℠

Women Talk Money

Educational Webinars and Events

Subscribe to Fidelity Viewpoints^®

Thanks for subscribing to
Looking for more ideas and insights?
You might like these too:

Fidelity Viewpoints^®

Fidelity Smart Money^℠

Insights from Fidelity Wealth Management ^℠