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Should you take Social Security at 62?

Social Security at 62?

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

Later-in-life income

How to turn some of your traditional IRA or 401(k) into a lifetime income later in life.

Time to retire?

It’s not just about money—it’s the freedom to enjoy life that leads many to stop working full time.

New rules for Social Security

A new law means that two claiming strategies will be off the table in the coming months.

Saving for Retirement

Retirement roadmap: rules to know

Here are steps that can help you stay on track to achieve your retirement income goals.

Protect retirement principal

Two strategies for cautious investors to help balance growth with protection of principal.

See all Saving for Retirement articles

Getting Ready to Retire

The debt ceiling deal and you

The debt ceiling deal has implications for Social Security strategy and Medicare premiums.

Five annuity myths

We debunk common misconceptions and point out some unique benefits of annuities, if you shop smart.

See all Getting Ready to Retire articles

Living in Retirement

Don’t miss Dec. 31 MRD deadline

Missing a minimum required distribution (MRD) from a retirement account can be costly.

Tame health costs

Review your needs, expenses, and finances ahead of time to help manage costs in retirement.

See all Living in Retirement articles

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.
Guidance provided by Fidelity through the Planning & Guidance Center is educational in nature, is not individualized, and is not intended to serve as the primary basis for your investment or tax-planning decisions.
IMPORTANT: The projections or other information generated by Fidelity’s Planning & Guidance Center Retirement Analysis regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each use and over time.