You are here:

Ask Fidelity

We know saving for retirement is a top priority for many investors. No matter where you are in the planning process, you may have questions. We can help. Check out the questions we've already answered, or if you're a Fidelity customer, submit your own. We'll post replies to selected questions on a weekly basis.

Meet our team

Ken Hevert and Sarah Walsh Ken Hevert and Sarah Walsh

Learn more about Ken and Sarah

We're here to help

Get answers to your questions about things like:

  • The rules and options for a 401(k) left with a former employer
  • Getting started with annuities, IRAs, and 401(k)s
  • How to avoid common mistakes with IRAs, 401(k)s, and small business retirement plans
  • The ins and outs of withdrawing from different types of retirement accounts

Want one-on-one help?


Did you find this page helpful?

Views expressed are as of the date indicated and may change based on market and other conditions. Unless otherwise noted, the opinions provided are those of the speaker or author, as applicable, and not necessarily those of Fidelity Investments.

Securities and other investment types mentioned should not be considered investment advice or guidance, an offer of or a solicitation of an offer to buy or sell investments, or a recommendation or endorsement of any security or investment type by Fidelity.

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.

Asset Allocation does not ensure a profit or guarantee against loss.

ETFs are subject to market fluctuation and the risks of their underlying investments. ETFs are subject to management fees and other expenses. Unlike mutual funds, ETF shares are bought and sold at market price, which may be higher or lower than their NAV, and are not individually redeemed from the fund.

Fidelity does not provide legal or tax advice and the information provided above is general in nature and should not be considered legal or tax advice. Consult with an attorney or tax professional regarding your specific legal or tax situation.

Consider all applicable fees and features before transferring your retirement assets.

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

Before investing, consider the investment objectives, risks, charges, and expenses of the fund, 529 plan or annuity and its investment options. Contact Fidelity for a prospectus, offering circular, fact kit or, if available, a summary prospectus containing this information. Read it carefully.