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Special report: Making the turn into retirement

Retirement isn’t what it used to be. Forget about the gold watch, or the fat pension. For most baby boomers, retirement will have a new face. Most of us may live—and work—longer than our parents. The responsibility for navigating an unfamiliar passage from saving for retirement to living off those assets in retirement will be ours.

In our special report, we’ll describe how dramatic changes in the nature of retirement require new ways of thinking about and planning for your financial life in retirement. We’ll discuss why this can be so stressful, and how to overcome your fears by envisioning your future—and planning for it.

We’ll also show you ways to turn your retirement savings into an income-generating portfolio that has the potential to last as long as you do, and weather both inflation and the market’s ups and downs. And share insights from a recent Fidelity forum.

Plus, we’ll show you how to use our Fidelity Income Strategy EvaluatorSM (login required) to test drive different income-generating strategies to help you find one that’s right for you.

Retirement's new normal

How to conquer your fears, and plan for a bright future in retirement.

Income strategies

How a mix of investments can help provide income and growth potential in retirement.

Envision your future

How to navigate the transition from work to retirement successfully.
Fidelity Income Strategy Evaluator is an educational tool.

IMPORTANT: The projections or other information generated by Fidelity Income Strategy Evaluator tool regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and not guarantees of future results.

Estimates of potential income and assets illustrated by the tool are in future dollars and are based on data entered, product attributes and ISE assumptions, including market performance assumptions based on hypothetical scenarios using historical data. Other investments not considered by ISE may have characteristics similar or superior to those being analyzed. Numerous factors make the calculations uncertain, such as the use of assumptions about historical returns and inflation as well as the data you have provided. Our analysis assumes a level of diversity within each asset class consistent with a market index benchmark which may differ from the diversity of your own portfolio. Results may vary with each use and over time. Fund fees and/or other expenses will generally reduce your actual investment returns and, other than the applicable annual annuity charges for the variable annuity, are not reflected in the hypothetical projections generated by this tool.
The tax information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice. Fidelity does not provide legal or tax advice. Fidelity cannot guarantee that such information is accurate, complete, or timely. Laws of a particular state or laws that may be applicable to a particular situation may have an impact on the applicability, accuracy, or completeness of such information. Federal and state laws and regulations are complex and are subject to change. Changes in such laws and regulations may have a material impact on pre- and/or after-tax investment results. Fidelity makes no warranties with regard to such information or results obtained by its use. Fidelity disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Always consult an attorney or tax professional regarding your specific legal or tax situation.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

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