X

How does your score stack up?*

0
0

You may be better prepared than

0%

of people in your age group with an income of $0k.

0
0

You may be better prepared than

0%

of people in your age group.

0
0

You may be better prepared than

0%

of other Americans.

Data collected through the Fidelity Retirement Savings Assessment (RSA) is from a national online survey of 4,650 working households earning at least $20,000 annually with respondents age of 25 to 70 throughout August 2015. Data collection was completed by GfK Public Affairs and Corporate Communications using GfK's Knowledge Panel®, a nationally representative online panel. The responses were benchmarked and weighted against the 2014 Current Population Survey by the Bureau of Labor Statistics. GfK Public Affairs and Corporate Communications is an independent research firm not affiliated with Fidelity Investments. Fidelity Investments was not identified as the survey sponsor.

The Fidelity Retirement ScoreSM

Know where you stand for retirement in just 60 seconds. Answer 6 simple questions to get your score and additional steps to consider as you save for retirement.

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Generally, among asset classes, stocks are more volatile than bonds or short-term instruments and can decline significantly in response to adverse issuer, political, regulatory, market, or economic developments. Although the bond market is also volatile, lower-quality debt securities, including leveraged loans, generally offer higher yields compared with investment-grade securities, but also involve greater risk of default or price changes. Foreign markets can be more volatile than U.S. markets due to increased risks of adverse issuer, political, market, or economic developments, all of which are magnified in emerging markets.

Diversification does not ensure a profit or guarantee against loss.

*Because The Fidelity Retirement ScoreSM is based on an analysis of national spending data across a salary range of $50,000–$300,000, it may have limited applicability for incomes outside this range.

IMPORTANT: The projections or other information generated by the Fidelity Retirement Score regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each use and over time.

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Your Fidelity Retirement ScoreSM

...

Remember, your score is based on planning until age 93 in an underperforming market, so it represents a conservative estimate of how much income you could have during retirement.

0
RPM RPM 150+ 150+

We think you'll need about

$0

Per month in retirement

You could have about

$0

Per month in retirement

including ... from Social Security

Per month in retirement

  • About you:
  • Current age: ...
  • Annual income: ...
  • Current savings: ...
  • Planning age: 93

See what happens if you change your:

?

Next steps

To get a more detailed look at how different market conditions, savings rates, and goal scenarios could affect your score, or to make changes to your plan, log in as a customer or guest to our Planning & Guidance Center.

Or call 800.FIDELITY to speak directly with one of our investment professionals.

Next steps

The above is a quick snapshot of where you may stand today. Fidelity customers can get a more detailed look at their score, see the effect of different market and goal scenarios, and make changes that can be implemented immediately — all in the Fidelity Planning & Guidance Center.

Fidelity customer? Dive deeper into your score

Not a Fidelity customer? Give us a call at 800.FIDELITY

Next steps

Once you get your score, contact us to help you get - or stay - where you want to be.

Mouse Schedule online

CALL 866.715.6111

IMPORTANT: The projections or other information generated by the Fidelity Retirement Score regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each use and over time. Read Important Information

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Fidelity Investments

Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.

This information is intended to be educational and is not tailored to the investment needs of any specific investor.

Fidelity does not provide legal or tax advice. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Fidelity cannot guarantee that the information herein is accurate, complete, or timely. Fidelity makes no warranties with regard to such information or results obtained by its use, and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation.

Fixed annuities available at Fidelity are issued by third-party insurance companies, which are not affiliated with any Fidelity Investments company. These products are distributed by Fidelity Insurance Agency, Inc., and, for certain products, by Fidelity Brokerage Services, Member NYSE, SIPC. A contract’s financial guarantees are solely the responsibility of and are subject to the claims-paying ability of the issuing insurance company.

Brokerage services are provided by Fidelity Brokerage Services LLC. Custody and other services are provided by National Financial Services LLC. Both are Fidelity Investments companies and members of NYSE and SIPC.

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