Retirement checklist: Wrap-up

Work with us

Meet with us to run some real numbers, determine what your "retirement paycheck" will look like, or plan how to leave a legacy to your loved ones. Most importantly, you'll have an opportunity to develop a comprehensive and personalized retirement plan—which, of course, includes the ability to make adjustments to your plan along the way—all with the resources Fidelity can offer.

Getting ready for your first appointment

Tip: When preparing to meet with your financial advisor for the first time, think about 3 to 4 key retirement topics that you'd like to focus on initially—things like pensions, rolling over your 401(k), enrolling in Medicare, claiming Social Security, or even learning how to save on taxes.

Speak with Fidelity

Call us at 800-343-3548 to chat with an investment professional, or visit an Investor Center.