Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
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*IMPORTANT: The projections or other information generated by the Planning & Guidance Center's 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. Your results may vary with each use and over time.*
Annuity guarantees are subject to the claims-paying ability of the issuing insurance company.
1. Guaranteed income refers to sources of income such as Social Security, pensions, and annuities. Annuity guarantees are subject to the claims‐paying ability of the issuing insurance companies.
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4. The Cerulli Report - U.S. Retirement Markets 2025, based on two surveys: The PLANSPONSOR Magazine 2026 Recordkeeping Survey (© Asset International Inc.), based on defined contribution plan assets administered and number of participants of recordkeepers, as of 12/31/2025; and The Cerulli Report - U.S. Retirement Markets 2026, based on an industry survey of firms reporting total IRA assets administered as of Q4 2025.
5. Kiplinger Readers’ Choice Awards 2026, May 2026, wealth management services. Fidelity Investments-Highly-Rated Providers (based on an evaluation of 7 providers). Results were based on ratings in the following categories: retirement planning services and most recommended. From Kiplinger’s Personal Finance magazine. © 2026 The Kiplinger Washington Editors. All rights reserved. Used under license.
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Other than with respect to assets managed on a discretionary basis through an advisory agreement with Strategic Advisers LLC, you are responsible for determining whether, and how, to implement any financial planning recommendations presented, including asset allocation suggestions, and for paying applicable fees. Financial planning does not constitute an offer to sell, a solicitation of any offer to buy, or a recommendation of any security by Fidelity Investments or any third party.
Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.
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