| Learn how planned giving can help increase your charitable impact. |
Fidelity Income Strategy Evaluator® | Find a right mix of income-producing investments to meet your needs in retirement. |
| Estimate proceeds and tax implications before exercising stock options. |
| Estimate how much you may be able to contribute to your IRA this year and how much might be tax-deductible. |
| Determine your required retirement account withdrawals after age 70½. |
| Calculate the estimated yield or price of a bond, including accrued interest, invoice price, yield-to-maturity, and yield-to-call. |
Retirement Income Planner | If you’re within five years of retirement or already retired, use this tool to create a comprehensive plan to help make your money last by projecting out your expenses against potential income sources in different kinds of market conditions. |
Retirement Quick Check | If you’re more than five years from retirement, use this tool to project how much you’ll need, compare it to what you’re on track to have, and identify changes you can make today to address any shortfall. |
| Estimate the potential federal income tax deduction of donating to charity appreciated securities held longer than one year. |
| Compare the yield between taxable and tax-exempt bonds. |
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