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Mutual Funds and Mutual Fund Investing - Fidelity Investments

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Planning for retirement

It all starts with seeing what's possible. We can help you bring your goals into focus and create a clear plan with actionable steps that leaves you feeling good. That's The Planning Effect, from Fidelity.

Open an account

Create your vision for retirement

We'll help you think about where you want to be, which you can use to define your goals and your path forward.

Open an account

We can help you choose an account that meets your needs, then suggest an investment strategy designed to help you reach your goal.

Build your plan

You can build a free plan¹ on your own and track your progress using our digital tools, or work with a financial professional who can help you build a plan.

I'll handle this on my own

Select an IRA that's right for you, then use our digital planning tools to help you choose the investment options that best meet your needs.

Get started

I'd like help from Fidelity

Whether you want to work with a dedicated advisor² to help you with planning and investing or just need occasional 1:1 coaching, we offer a range of options.

No account fees or minimums

There are no account fees³ or minimums to open a retail IRA with us. Plus you have access to digital tools to help you plan.

Client focused

Being a privately owned company for 75 years has allowed us to be more client focused when helping people plan and save for retirement.

You have options

Whether you're a self-directed investor, need occasional 1:1 coaching, or want to hand all the planning and investing off to a team of professionals, we can help.

Build a free plan around what matters to you

Once you open an account, you can use our digital planning tools to set goals, build a plan, track your progress, and get actionable next steps. And if you want to make changes you can do that at any time, with no obligations.

Create a retirement goalLog In Required

Learn more about what you get with a plan

Get a snapshot of where you stand

If you're not a customer yet, we can help you plan for retirement. Just answer 6 questions, and we'll provide an estimate of where you stand for retirement in just 60 seconds, as well as some next steps to consider.

Start here

Learn more about planning for retirement

Retirement strategies for every age

Tap our tools, tricks, and tips to plan your best retirement.

Learning Center

How much do I need to retire?

Fidelity's guideline: Save 10x your income by age 67.

Article

Invest for retirement

Explore the ways we can help you grow your retirement savings.

Guide

Get in touch

Chat with our virtual assistant

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

1. Fidelity's Planning and Guidance center allows you to create and monitor multiple independent financial goals. While there is no fee to generate a plan, expenses charged by your investments and other fees associated with trading or transacting in your account would still apply. You are responsible for determining whether, and how, to implement any financial planning considerations presented, including asset allocation suggestions, and for paying applicable fees. Financial planning does not constitute an offer to sell, a solicitation of any offer to buy, or a recommendation of any security by Fidelity Investments or any third party.

2. Clients with $500,000 or more at Fidelity may be eligible for dedicated Fidelity advisor access.

3. No account fees or minimums to open Fidelity retail IRA accounts. Expenses charged by investments (e.g., funds, managed accounts, and certain HSAs), and commissions, interest charges, and other expenses for transactions, may still apply. See Fidelity.com/commissions for further details.

IMPORTANT: The projections or other information generated by the Planning & Guidance Center’s Retirement Analysis and the Fidelity Retirement Score tool regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Your results may vary with each use and over time.

Fidelity Go® and Fidelity® Wealth Services are advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, 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, FBS and NFS are Fidelity Investments companies.

Fidelity, Fidelity Investments, the Fidelity Investments and pyramid design logo, and Fidelity Go are registered trademarks of FMR LLC.

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

821695.14.1

Planning for retirement

How to start planning

Create your vision for retirement

Open an account

Build your plan

How we can help you plan for retirement

I'll handle this on my own

I'd like help from Fidelity

Why plan for retirement with Fidelity

Resources to help you build your retirement plan

Build a free plan around what matters to you

Get a snapshot of where you stand

Learn more about planning for retirement

Retirement strategies for every age

How much do I need to retire?

Invest for retirement

Get in touch

Mutual Funds and Mutual Fund Investing - Fidelity Investments

Planning for retirement

How to start planning

Create your vision for retirement

Open an account

Build your plan

How we can help you plan for retirement

I'll handle this on my own

I'd like help from Fidelity

Why plan for retirement with Fidelity

Resources to help you build your retirement plan

Build a free plan around what matters to you

Get a snapshot of where you stand

Learn more about planning for retirement

Retirement strategies for every age

How much do I need to retire?

Invest for retirement

Get in touch

Retirement IRAs

Investing & Savings