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STOP 1Ages 50-54Gauge YourRetirementReadiness

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Plan forSocial

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Get a Handleon Health Care

Expenses

THINKING ABOUT RETIREMENT

GETTING READY TO RETIRE CHECKLIST

HEADING INTO RETIREMENT

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STOP 1Ages 50-54Gauge YourRetirementReadiness

Make an honest assessment here to help identify which path to take.

FIVE WAYS TO PROTECT WHAT’S YOURS

Let Fidelity help make it easy to sort through your Social Security options when you’re ready to claim your benefits.

STOP 2Ages 55-59

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Security

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TRY FIDELITY’S SOCIAL SECURITY TOOL

RECEIVE AN ESTIMATE OF YOUR SOCIAL SECURITY BENEFIT OR BEGIN YOUR CLAIM

VIEW LEARN THE BASICS OF HOW & WHEN TO CLAIM SOCIAL SECURITY WORKSHOP

Start putting together a plan for your unique health care needs when you retire.

HOW MUCH WILL HEALTH CARE COST?

SIX KEY MEDICARE QUESTIONS

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Expenses

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BRIDGING THE GAP TO MEDICARE

VIEW PREPARE FOR THE REALITY OF HEALTH CARE IN RETIREMENT WORKSHOP

USE FIDELITY’S PLANNING AND GUIDANCE TOOLS

Learn how retirement savings from your 401(k) plan, pension, Social Security, and Individual Retirement Account (IRA) can be turned into retirement income.

GET YOUR FIDELITY RETIREMENT SCORE

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Retirement Savingsinto Income

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VIEW TURN YOUR SAVINGS INTO RETIREMENT INCOME WORKSHOP

Explore options for preserving your savings for future generations and learn about Minimum Required Distributions.

STOP 5Age 70 and beyond

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Your Journey

ESTATE PLANNING CHECKLIST

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VIEW PRESERVING SAVINGS FOR FUTURE GENERATIONS WORKSHOP

WHAT YOU NEED TO KNOW ABOUT MINIMUM REQUIRED DISTRIBUTIONS

Don’t GoIt Alone

Let Fidelity serve as your trusted partner, providing you with help and support to help put you on a path to a more secure financial future. Call Fidelity at 888-766-6813 for a

complimentary phone-based consultation.

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