Easy-to-use interactive tools to help you assess your needs and determine next steps.
| Title | Category |
|---|---|
| 403(b) Contribution Calculator
Helps you determine the maximum elective salary deferral contribution you may make to your 403(b) plan. |
Saving |
| 457(b) Contribution Calculator
Helps you determine the maximum contribution to your 457(b) plan. |
Saving |
| Savings and Spending Check-up
An interactive tool to compare your saving and spending to Fidelity's guidelines. |
Saving |
| Estate Planning Action Center
Learn about estate planning basics to help you plan your estate with confidence. |
Income |
| Required Minimum Distribution (RMD) Calculator
Helps you calculate your Required Minimum Distributions for this year. |
Income |
| The Fidelity Retirement ScoreSM
Get a snapshot of your retirement just by answering these six easy questions. |
Retirement |
| Take Home Pay Calculator
See how your pre-tax contribution might affect your take-home pay. |
Saving |
| Your Contribution Maximizer
Use this tool to help you maximize your contributions by calculating amounts and looking at IRS limits. |
Saving |
| Maximize Social Security in Your Retirement Strategy
This workshop will help you understand different Social Security claiming strategies and take the next step to create your retirement income plan. |
Video |
| Turn Your Savings Into Retirement Income
This workshop will help you learn why it's important to have a plan for generating income in retirement, factors to consider when transitioning your savings into retirement income and how to develop a retirement income plan. |
Video |
Get quick answers or help enrolling.
| Fidelity Investments | 800-343-0860 |
