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Retirement Planning

Fidelity can help guide you along the path to—and through—retirement. No matter where you are in life, we can provide guidance, tools, and services to help you prepare for retirement on your terms.

Saving for your retirement

Starting out
Get help prioritizing savings and setting financial goals.

Building wealth
Optimize your retirement strategy and save more.

Making your money last

Getting ready to retire
Create an income plan and prepare for retirement.

Living in retirement
Manage your retirement portfolio so it can last.

What Fidelity offers

Retirement Savings Products
Get a broad range of investment options, exceptional service, and free investment guidance with our retirement and IRA products.

Retirement Income Products
In or near retirement? Learn how annuities can help generate a stream of income or increase your current saving.

Small-Business Retirement Plans
Own a small business or self-employed? We have retirement savings solutions for you and your employees.


Looking for a tool you've used in the past?

The Retirement Income Planner, Retirement Quick Check, and Portfolio Review tools have all been combined into the new Planning & Guidance Center experience.

Go to the new experience

More information

The 3 A's of a Successful Retirement Plan

Are you taking the right steps towards your retirement? Get our new guide and see if you're on track.

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.