I’m so glad you asked this question, because it gives me a chance to tell you about our Planning & Guidance Center, a great new holistic experience for our customers. Several of our older planning and guidance tools, the Retirement Income Planner that you are referring to, as well as our Portfolio Review and Retirement Quick Check, are no longer available on our site as separate tools. But the good news is that our Planning & Guidance Center has combined the best features of these former tools into a much easier way for you to plan for and monitor progress toward your financial goals. And, if you've used any of the old planning and guidance tools in the last few years, your information will be reflected in the new experience.
I realize that it’s sometimes an adjustment to begin using something new when you’ve been using the same tool for many years and you know how it works. But we wouldn’t have launched our new Planning & Guidance Center unless we were confident that it was going to be a greatly improved experience for our customers. Now, in one place, you can keep track of your retirement planning to help you ensure you have an investment strategy that aligns with your goal.
Some of the features available to you include the ability to view your retirement plan in different hypothetical market conditions, try out scenarios to see if you can retire earlier than you planned, and explore in real time how specific changes to your plan could impact your retirement outlook. You can also print a report with next steps for you to consider.
Of course, we want to provide any help needed with this transition. First, let me give you a link to a page that will give you more information: https://www.fidelity.com/calculator...
. Note that there are videos toward the bottom of the page that you will find helpful as you begin using this new experience. We would also encourage you to call us with any questions at 800-343-3548, or stop by one of our Investor Centers where a representative can personally assist you.
Important Additional Information:
Guidance provided by Fidelity through the Planning & Guidance is educational in nature, is not individualized, and is not intended to serve as the primary basis for your investment or tax-planning decisions.
The projections or other information generated by Fidelity’s Planning & Guidance Center Retirement Analysis regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Results may vary with each use and over time.