Retirement Living Plan Tools and Resources
6 or more years from retirement
3 keys to your retirement income plan
Build income plans with guaranteed income, growth potential, and flexibility in mind.
Build a solid investment strategy to help realize your goals
Setting and maintaining your strategic asset allocation are among the most important ingredients in your long-term investment success.
Building a Retirement Income Strategy
Start with a realistic look at what you'd like your retirement to be like—and what that lifestyle will likely cost.
Budgeting in Retirement
Your expected expenses in retirement, which expenses are essential and which are discretionary.
Where will my retirement paycheck come from?
You’ll probably combine income from multiple sources to create your retirement paycheck.
What Will My Savings Cover in Retirement?
Plan for your savings to provide 45% of your pretax, preretirement income.
Retirement Income Planning
Learn how to go from saving to living — and help make your money last longer.
Smart Way to Save for Retirement
Learn about the advantages of after-tax contributions with automatic Roth in-plan conversion and the impact on taxes when you are ready to start taking withdrawals.
Fidelity® Personalized Planning & Advice
Consider having the professionals at Fidelity manage your investments for a fee.
How to Max Out Your Retirement Savings
Saving and investing as much as possible during your working years can give you options later in life.
Get out of debt—
Save money in interest and ultimately help you save more and reach your goals faster.
2 to 5 years from retirement
How much should I save for retirement?
Aim to save at least 15% of your income annually for retirement.
Asset Allocation – not out living assets in retirement
Medicare eligibility, choices, costs, and when and how to sign up.
Which asset mix is right for you?
As you get closer to retirement, consider adjusting your asset allocation.
Determining your coverage need
Once you understand the different types of insurance, it's time to figure out how much coverage to get.
Health Care Options Between Retirement and Medicare
See potential options for health care coverage before you qualify for Medicare at age 65.
Get Ready for Your Countdown to Retirement
5 key questions to ask yourself—and answer—about 5 years before retirement.
Fidelity® Personalized Planning & Advice
Consider having the professionals at Fidelity manage your investments for a fee.
How much You Afford to Withdraw in Retirement
Revisit your sources of income to help your money last.
Less than 2 years from retirement
3 ways to manage your retirement withdrawals
Learn tax-efficient ways to help you reduce taxes on retirement withdrawals.
Visit the Social Security Website for Online Benefit Calculation in Retirement
Order your personalized Social Security statement.
Tax Strategies In Retirement
Ways to help reduce taxes and maximize income in retirement.
Decide what to do with your 401(k).
Learn about your options for your 401(k) plan and determine which may be best for you.
Bridging the Gap to Medicare
Retiring early without employer retiree medical coverage? See your options.
Building a Retirement Income Strategy
Start with a realistic look at what you'd like your retirement to be like—and what that lifestyle will likely cost.
I'm Retiring
Sign up for Medicare.
If you are eligible for Medicare, sign up in the period three months before to three months after you reach age 65. If you aren’t yet 65, consider a coverage option available to you. First American partners with Via Benefits to help you navigate health care options when you retire. This includes personal plans prior to Medicare, Medicare and/or Medicare supplement plan, dental and vision. You can contact Via Benefits within three months prior to or any time after your retirement.
Sign up for Social Security.
If you’re ready to claim Social Security, set up your payments now.
Explore Long-Term Care Insurance
Managing Your Cash Flow in Retirement
Learn smart ways to help make managing your finances easier with less work.
Fidelity Estate Planner®
Use this free estate planning guide so you can secure your wishes, now and for tomorrow.
Know the Rules for Minimum Required Distributions
Be prepared to start taking minimum required distributions at age 70½?
Increase your Tax Savings on Charitable Giving
Giving to charitable causes that are close to your heart is rewarding. Getting a tax break for your generosity can make it even more gratifying.
Find a volunteer opportunity
Follow your passion. Volunteer Match helps you find volunteer opportunities in your area.
Setting Up An Estate Plan
Help minimize probate costs, protect your privacy, and possibly save on taxes.
Where Do I Want To Retire?
Is one of the most basic and important questions people need to ask themselves when planning to leave the workforce.
Planning To Work In Retirement?
Learn the effects on your taxes and possible reductions in benefits, including Medicare.
Health coverage for retirees
If you have retiree health coverage, you have different choices to consider.