Tools & Resources

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
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
Understanding Fees in Your Retirement Plan
Fees and expenses are a part of every workplace savings plan. Knowing the costs associated with your plan, relative to the return or services you receive, can help you become more confident in making investment decisions.
Retirement

Next Steps

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