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Mutual Funds and Mutual Fund Investing - Fidelity Investments

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Retirement planning

Planning for retirement is an ongoing journey and we're here to help you feel prepared at every step of the way.

I'm saving for retirement

It's never too early, or too late to start saving. We'll help you create a plan based on how far away you are from retirement.

I'm nearly or recently retired

We'll look at how much you've saved, how much you'll need, and help you build an income plan for cash flow designed to last.

Answer four quick questions about your money in retirement, and we’ll help you explore different ways to impact your cash flow using a mix of predictable income¹ and savings.

Try our Retirement Income Calculator

We understand you may not have the time to focus on your retirement investments. We can help with a range of professionally managed solutions for your IRA or other brokerage accounts. While these services do charge a fee, you'll enjoy peace of mind knowing a team is keeping a close eye on the markets and the investments in your account every day.

Learn more about what we offer

What to know about saving

Learn about the 3 A's of successful retirement saving—the amount you save, the accounts you have, and your asset mix.

What to know about Social Security

Deciding when and how you'll take Social Security is an important part of planning your retirement.

What to know about required minimum distributions (RMDs)

Learn what RMDs mean for you and how to withdraw from your savings.

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Investing involves risk, including risk of loss.

IMPORTANT: The projections or other information generated by the Planning & Guidance Center Retirement Analysis and Retirement Income Calculator 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.

1. Annuity guarantees are subject to product terms, exclusions, and limitations, and the claims-paying ability of the issuing insurance company. Also, in order to provide a lifetime income stream, fixed income annuities provide no or limited access to the assets used to purchase them.

Optional investment management services provided for a fee through Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser and a Fidelity Investments company. Discretionary portfolio management provided by its affiliate, Strategic Advisers LLC, a registered investment adviser. These services are provided for a fee.

Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, Strategic Advisers, FPTC, FBS, and NFS are Fidelity Investments companies.

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

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Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

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