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Tax-savvy withdrawals

Tax-savvy withdrawals

One important element of tax-sensitive investing is developing a withdrawal strategy.

Reminder: IRA deadline

Don’t miss the April 15 deadline—or forget to invest your money for long-term growth.

Social Security at 62?

If you can wait a few years or longer, you can boost your benefits—and your spouse's.

Retirement countdown

Five key questions to ask yourself—and answer—about five years before retirement.

Saving for Retirement

Save just 1% more

Increasing your savings by just 1% more now could mean living the retirement you want.

See all Saving for Retirement articles

New IRS rollover rules

The IRS clarified the rules on rolling over after-tax money from a 401(k) to a Roth IRA.

Getting Ready to Retire

Retiring retirement?

As people live longer, retirement needs to be redefined. An expert on aging explains.

See all Getting Ready to Retire articles

Managing tax brackets

Withdrawals from some retirement accounts are taxed. Here's help to manage the tax bite.

Living in Retirement

Social Security tips

When and how to take it is one of your first and most important retirement decisions.

See all Living in Retirement articles

Protect retirement income

Here are five rules of thumb to help manage the risks to your retirement income.

Ask Fidelity

Our retirement team answers top questions from customers.

Retirement Roadmap

Next Steps

Before investing, consider the funds' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information.  Read it carefully.

Past performance is no guarantee of future results.

Investing involves risk, including risk of loss.

Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Prior to trading options, please read Characteristics and Risks of Standardized Options, and call 800-343-3548 to be approved for options trading.  Supporting documentation for any claims, if applicable, will be furnished upon request.
1. Guarantees are subject to the claims-paying ability of the issuing insurance company. This contract is irrevocable, has no cash surrender value, and no withdrawals are permitted prior to the income start date.