Tools & Resources

Easy-to-use interactive tools to help you assess your needs and determine next steps.

Title Category
401(k) Contribution Calculator
Helps you determine the maximum elective salary deferral contribution you may make to your 401(k) 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
Minimum Required Distribution (MRD) Calculator
Helps you calculate your Minimum Required Distributions for this year.
Income
The Fidelity Retirement ScoreSM
Get a snapshot of your retirement just by answering these six quick questions.
Saving
Roth Educational Calculator
Helps you compare the effects of traditional and Roth savings plans, now and in retirement.
Saving
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

Next Steps

Call

Call

Call for a consultation to discuss and plan for your retirement needs.

Fidelity 800-354-7121
Meet

Meet

Meet to discuss and plan for your retirement needs - right at work.

Fidelity