Build your personal income plan with Fidelity
Free personalized plan1
Create a plan that’s flexible for life’s planned—and unplanned—moments.
Timely insights
Receive insights on how to invest, withdraw, and make your money last.
Track your journey
View and manage your cash flow across accounts, so you can stay on track.
Retire how you want—with the income you need
Estimate your monthly income
See how much you could have in retirement—and the potential impact to your cash flow.
Feel more prepared to manage your life in retirement
Look at how much you could have
We'll help you review your potential income in retirement and estimate what you could get from Social Security, pensions, or annuities.1
How much you'll need
We'll help you plan for the essentials like housing and health care, as well as expenses like travel and hobbies.
And how to withdraw with taxes in mind
We'll help you learn when to start taking required minimum distributions (RMDs) from your accounts to avoid paying a penalty.
Medicare
Most people can enroll in Medicare starting at age 65. Explore your options, including what to do for health care if you retire early.
Social Security
You can claim Social Security as early as age 62, though you can earn more by waiting longer. Explore your options to help you decide when to claim your benefits.
