SPOTLIGHT

Retirement income planning

Put our insights into practice to help your clients meet their retirement goals

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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.

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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.

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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.

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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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Want to know more?

Let's talk about retirement solutions for your clients.

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Explore our latest research & insights

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The decade of generational wealth

The next decade will bring profound change for many families. Stay prepared with our 8 Strategic Imperatives infographic.

When investors speak, it's time to listen: The 2024 Fidelity Investor Insights Study

Fidelity's 2024 Investor Insights Study reveals client needs that stretch beyond investment management alone.

INVESTING IDEAS

How might the election impact health care stocks?

For investors, this is one sector to watch.

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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Spotlights

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Events

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Unless otherwise expressly disclosed to you in writing, the information provided in this material is for educational purposes only. Any viewpoints expressed by Fidelity are not intended to be used as a primary basis for your investment decisions and are based on facts and circumstances at the point in time they are made and are not particular to you. Accordingly, nothing in this material constitutes impartial investment advice or advice in a fiduciary capacity, as defined or under the Employee Retirement Income Security Act of 1974 or the Internal Revenue Code of 1986, both as amended. Fidelity and its representatives may have a conflict of interest in the products or services mentioned in this material because they have a financial interest in the products or services and may receive compensation, directly or indirectly, in connection with the management, distribution, and/or servicing of these products or services, including Fidelity funds, certain third-party funds and products, and certain investment services. Before making any investment decisions, you should take into account all of the particular facts and circumstances of your or your client's individual situation and reach out to an investment professional, if applicable.

Registered investment products (including mutual funds and ETFs) and collective investment trusts managed by Fidelity Management Trust Company (FMTC) are offered by Fidelity Distributors Company LLC (FDC LLC), a registered broker-dealer. Fidelity Institutional Asset Management (FIAM) investment management services and products are managed by the Fidelity Investments companies of FIAM LLC, a U.S. registered investment adviser, or Fidelity Institutional Asset Management Trust Company, a New Hampshire trust company. FIAM products and services may be presented by FDC LLC, a non-exclusive financial intermediary affiliated with FIAM and compensated for such services.

Before investing have your client consider the funds', variable investment products', exchange-traded products', or 529 Plans' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or a summary prospectus, if available, or offering statement containing this information. Have your client read it carefully.

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