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Living in Retirement: Stay Focused on Your Goals

Check in on a regular basis

Regular check-ins can be important in maintaining your retirement strategy and making your money last. By using our time-saving tools and services, you can help keep your portfolio aligned with your goals, with plenty of time left to enjoy your retirement.

  • On your schedule – Sign up for custom alerts for account and trade activity, money movement, bond and CD maturity, and much more.
  • Every 6 months – Make sure your portfolio matches your current situation and target asset allocation.
  • Every 12 months or if your situation changes – Reassess your budget and expenses from the past year.
  • Every few years or if your situation changes – Review your will and estate plan. It’s critical that you have an up-to-date plan when your money is passed down to your heirs.

Next steps

Portfolio Review
Identify a target asset mix that aligns with your goals, then easily implement an investment strategy that will help you stay on track.

Retirement Income Planner
If you’re within five years of retirement or already retired, use this tool to create a comprehensive plan to help make your money last by projecting out your expenses against potential income sources in different kinds of market conditions.

Additional resources

Estate Planning
Get the basics and help ensure that your beneficiaries get the most from your legacy.

IRA FAQs: Minimum Required Distributions
Get more information on calculating and taking your MRDs.

Retirement Distributions Center lock_green

  • View, track, and manage distributions from your retirement and inherited retirement accounts.

Portfolio Review and Retirement Income Planner are educational tools.
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.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.
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