Publications

Saving for Retirement

Run the Numbers on a Roth Conversion

November 12, 2009

Is converting to a Roth IRA the right move for you? One way to make an informed decision: Run the numbers using our new Roth Conversion Evaluator.

Keeping Taxes in Mind When Saving

November 04, 2009

Don't let taxes eat up your retirement money. Saving in the appropriate place before you retire—whether it's years away or just around the corner can help.

Understand the Flexibility of Roth Conversions

October 28, 2009

Learn more about Roth conversions and the ability to undo them in the future, if your situation changes.

Would You Benefit From a Roth IRA Conversion in 2010?

September 17, 2009

If you've been shut out of a Roth IRA because your income is too high, you may finally be able to have one. See how.

Where to Save Now?

August 07, 2009

You're saving more these days. Now you need to make sure you're maximizing these extra savings. That's why we created a "savings hierarchy."

New Fidelity Rewards Credit Cards

July 27, 2009

Using a credit card for any purchase you make—such as groceries, gas, and clothing—can help you achieve certain college or retirement savings goals.

Couples in the Downturn

June 19, 2009

The economic downturn has forced many couples from the baby boomer generation to rethink their retirement plans, but that doesn't mean the couples are working together.

Don't Miss April 15 IRA Deadline

April 10, 2009

With the deadline right around the corner, find out how you can make your IRA contribution online, by mail, over the phone, or in person.

How to Choose Funds for an IRA

April 03, 2009

Contributing to an IRA is the first step in saving for retirement. The next is choosing where to invest that money. Here's how to narrow the field of mutual funds.

Utilize Fidelity's Top-Rated IRA Center

March 27, 2009

There's still time to make your 2008 IRA contribution and perhaps get a tax break. Fidelity's IRA Center can get you started.

Why Roth IRAs May Make Sense Now

March 20, 2009

See why IRA expert Ed Slott thinks these days it may make even more sense to have a Roth IRA.

Is a 401(k) Enough?

March 12, 2009

Even if you're contributing the maximum to a workplace retirement plan, it may not be enough. A solution: Contribute to an IRA too.

Managing a 401(k) After a Layoff

March 06, 2009

While its tempting to take all the money out of your workplace savings plan after a layoff, it's not recommended. Learn about the options.

One Fund Solutions for Your IRA

February 27, 2009

Actually making an IRA contribution is the first step. After that you need to choose an investment. Read about all-in-one funds that can help simplify the process.

Recommit to Saving in 2009

February 20, 2009

Saving consistently, even in tough times, can help improve your chances of meeting your retirement goals. And it can take the guesswork and emotion out of investing.

Is a Roth IRA Right for You?

January 30, 2009

There are two types of IRAs to help you save for retirement. The key difference? Paying taxes now or later.

Thinking of Skipping an IRA Contribution?

January 16, 2009

Skipping just one year's contribution can make a significant difference over time. Depending on your age, it may mean thousands less in savings.

Financial Resolutions for 2009

January 15, 2009

Kick off the New Year with specific steps to help take control of your finances, get back on track, and be better prepared for retirement.

Save More for Retirement

December 26, 2008

Learn about an innovative way to save for retirement while purchasing everyday necessities with a new credit card.
 

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