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SPOTLIGHT
Retirement income planning
Put our insights into practice to help your clients meet their retirement goals
Your clients need to prepare for a retirement that may last longer than they ever expected
Understand the factors that impact retirement income plans, including Social Security and Medicare.
Consider the five key risks of retirement
Before your clients can embark upon building a practical road map to financial security, they need to understand five key risks that can potentially derail a lifetime income plan.
Understand the cost of health care in retirement
Health care expenses represent a large threat to retirement savings and are one of the most important parts of a retirement income plan.
Help clients maximize their benefits
Waiting to claim Social Security is often the better option. But those without adequate savings could risk running out of money too soon and might have fewer options.
Review Fidelity’s Retirement Savings Assessment
This Fidelity study finds many families are at risk of not meeting retirement savings goals. Consider six steps to get your clients on track.
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Tools & Calculators
Conversion Analyzer
Help your clients determine if converting from a Traditional IRA to a Roth IRA is right for them.
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RMD Planner
Help your clients’ beneficiaries determine their distribution options.
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Beneficiary Planner
Help your clients’ beneficiaries determine their distribution options.
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