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Every someday needs a planSM.

Retirement starts with a vision, and comes to life with a plan. Together with Fidelity's guidance, insight, and expertise, we can create a plan for your own personal someday.

Are you saving enough?

Answer five simple questions to see if your retirement plan is on track—and see how Fidelity can help keep your plan in focus.

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Where do you stand?

We can help you make smart decisions for your plan through education, tools, and powerful resources. And together we'll navigate a broad range of investment options to help you choose the right ones for you.

Building savings

During your prime earning and saving years, we can help you fine-tune your plan to match your investments to your evolving needs.

Rachel C Rachel C Rachel C

What our customers are saying*

Rachel C. "My husband and I didn't start saving for our retirement until we were in our 40s. That caused us to have to start saving pretty fast and aggressively to make up for lost time. We worried that we would not have enough money to retire when we wanted to. We got on a savings plan and a track that would enable us to retire when we want. Because of the help and encouragement we received we are on track to do just that. It feels so good to know that we won't have to worry about our future finances if we spend our retirement money wisely."

Preparing to retire

About five years from retirement, it's time to start thinking about how to turn your retirement savings into cash you can live on. We can help you find ways to make that money last and continue to grow.

Tony K Tony K Tony K

What our customers are saying*

Tony K. "Fidelity has given my wife and I the flexibility and options to help meet our investment needs. We have actually met our financial goals for retirement much earlier than we ever thought possible with Fidelity's help. We have moved all of our investments into one Fidelity account which is easy to view and manage."

Enjoying retirement

We can help you maintain the lifestyle you expect with a smart income strategy.

Joseph Z Joseph Z Joseph Z

What our customers are saying*

Joseph Z. "I sleep much better now. Like everyone else, my portfolio was heading south on a slippery slope in 2008-9. My Fidelity Rep called and told me about an annuity that could benchmark annually and continue to appreciate once the market rebounded. Last year I began taking my mandatory distribution. You might call it luck, however, I call it trust in some very good guidance from Fidelity. So I sleep like a baby, have a monthly retirement income beyond my wildest expectations, and am so thankful I said ‘let's do it’ when my Rep made this suggestion. Thank you Fidelity, for nearly 30 years you've never let me down."

Let's get started on your someday.

It's time to partner on your terms and build a retirement plan as unique as you are. Do you like doing your own research? Use our powerful tools, educational resources, and expertise. Want to partner with an investment professional? Give us a call or stop into a Fidelity Investor Center today.


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