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Fidelity Retirement At A Glance

Fidelity Retirement At A Glance

Fidelity retirement planning allows for individuals to explore the
many investment options online. In fact, there are many options for
exploring investment opportunities, including information packets and
online resources. The Fidelity retirement team ensures that individuals
understand all of their  options and select the one that will be best
for them when they retire.
Retirement planning
includes  careful consideration of a realistic budget plan for
retirement. Individuals must carefully explore their current expenses
and see if they will change at retirement. For example, co-payments for
health care, as well as medical coverage itself, may change and could
include the need for an additional income upon retirement.
After
a budget plan is in place for retirement, Fidelity retirement will help
individuals to select the best investment options. In some cases,
especially when individuals begin to invest early in their career, they
may suggest short term investments. While the investments may be high
risk, there is generally a higher rate of return which can then be
utilized to put towards a retirement annuity plan or other forms of
investments.
The Fidelity retirement team will
also explain tax implications for certain types of investments. In
fact, they may recommend some forms of investments over others, simply
because the difference in taxes is so great.
Investment
planning may include some legal implications, as well as issues of
estate planning for those investments, in case the individual should
pass away. The Fidelity retirement planner will help individuals to
understand all of these implications for their investment choices. 

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