fidelity retirement income

Retirement Income Investing: FIDELITY ONLINE TOOLS

• Laura Ricci

• Milwaukee Bogleheads

• May 5, 2015

Student Level Expertise Ages: 40’s to retirement

Fidelity Quickguide• https://guidance.fidelity.com/quickguide/index.html

• This presentation is an interactive Flash file which must be reached with a computer or laptop running Adobe Flash. These slides will allow users with tablets to follow along with the presentation. We encourage you to return later to take full advantage of the interactive features on your own if you are following along using these slides.

Fidelity Retirement Income Planner

Intensive analysis of your own investments, both at Fidelity

and outside Fidelity, plus all other sources of income and

expenses. Free to try out at Fidelity.com, but you can’t save your work unless you are a Fidelity investor. Fidelity customers

save all the data, and then update with one step, syncing all

accounts within and without Fidelity.

Milwaukee Bogleheads®

• A DIY investment group, followers of John Bogle's

Index investing strategies, the Milwaukee local

chapter of Bogleheads.

• This presentation was made May 5, 2015 by Laura

Ricci of our chapter.

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Disclaimer

• All examples are for illustration purposes only and

are not investment recommendations.

• The views expressed in the presentation, are those

of the presenter, commenters, guests and

participants and may not reflect the views of the

Bogleheads organization.

• Use your discretion in using examples presented

here for your own investment purposes.

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