Watch this video to learn how to navigate the Fidelity Guided Portfolio SummarySM to look at your portfolio through analysis and gain insight as to how to proactively manage it. Take a few minutes to take this journey to learn more about the important role of analysis in helping you manage your investments.
In this video you will learn how to interact with the Planning & Guidance Center to create or revise your plan, review your plan analysis, and explore how certain changes could potentially impact your plan.
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.
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.
Fidelity Guided Portfolio SummarySM (Fidelity GPSSM) is an enhanced analytical capability provided for educational purposes only.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.