Managing your money in retirement
For years, you've been focused on saving and investing for retirement. Now you have a new financial goal—making your money last a lifetime.
As you retire, you may be looking for investments that can help you generate income. Fidelity offers a wide variety of income-focused investment options and we can work with you to help you create a portfolio that meets your needs.
At Fidelity, we believe your retirement investment plan should include these building blocks: growth, guaranteed income, flexibility
Review how your asset allocation affects your portfolio over the long term and see how guaranteed income could fit into your plan.
Visit our Planning & Guidance Center
Get the most our of your retirement savings with tax-efficient withdrawals.
Required minimum distributions (RMDs)
Learn what RMDs are, what they mean for you, and how to withdraw from your savings.
Use our free online service that guides you through the estate planning process.
Use our calculator to help you determine when to begin taking Social Security benefits.
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You could lose money by investing in a money market fund. An investment in a money market fund is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Before investing, always read a money market fund’s prospectus for policies specific to that fund.
Investing involves risk, including risk of loss.
Fidelity does not provide legal or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Fidelity cannot guarantee that the information herein is accurate, complete, or timely. Fidelity makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation.
Before investing in any mutual fund or exchange-traded fund, you should consider its investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus, offering circular or, if available, a summary prospectus containing this information. Read it carefully.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917