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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 step

Planning & Guidance Center
Identify a target asset mix that aligns with your retirement goal then easily implement an investment strategy that can help you stay on track.

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.

Go to the Retirement Distribution Center

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

Learn more about the Retirement Distribution Center.

IMPORTANT: The projections or other information generated by Fidelity’s Planning & Guidance Center 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. Results may vary with each use and over time.
Guidance provided by Fidelity through the Planning & Guidance Center is educational in nature, is not individualized, and is not intended to serve as the primary 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.