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Living in Retirement: Plan to Generate Income

Explore your options for income in retirement

Now is the time to think about developing a strategy that seeks to generate income from your retirement portfolio. Fidelity believes you should consider the following items to help your money last throughout your retirement:

  • Make sure your asset allocation still meets your needs and risk tolerance.
  • Understand important factors for building a retirement income strategy.
  • Find a strategy to help meet your retirement income needs.
  • Learn about the importance of building your spending reserve.

Next step

Retirement Calculators & Tools
Let these tools help do the math for your retirement savings and income planning.

Additional resources

Income Diversification (PDF)
Learn about creating a plan to support your lifestyle in retirement.

Income-Producing Funds in Fidelity Fund Picks®
Find funds that can help you generate income with monthly or quarterly dividends.

Guidance provided by Fidelity through Portfolio Review and Retirement Income Planner tool 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.