Kiplingers Personal Finance

(John Hannent) #1
800.FIDELITY | Fidelity.com/score

NINETY SIX

Be sure to consider all your available options, including staying in plan,
and the applicable fees and features of each before moving your retirement assets.
There is no opening cost or annual fee for Fidelity’s traditional, Roth, SEP, and rollover IRAs. A $50 account closeout fee may apply. Fund investments held in your account may be
subject to management, low-balance, and short-term trading fees, as described in the offering materials. For all securities, see Fidelity.com/commissions for trading commission and
transaction fee details.
IMPORTANT: The projections or other information generated by the Fidelity Retirement Score 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.
The Fidelity Retirement Score is a hypothetical illustration and does not represent your individual situation or the investment results of any particular investment or investment strategy,
and is not a guarantee of future results. Your score does not consider the composition of current savings and other factors.
Guidance provided by Fidelity through the Fidelity Retirement Score is educational in nature, is not individualized, and is not intended to serve as the primary basis for your investment
or tax-planning decisions.
Investing involves risk, including the risk of loss.
The trademarks and/or service marks appearing above are the property of FMR LLC and may be registered.
Fidelity Brokerage Services LLC, Member NYSE, SIPC. © 2016 FMR LLC. All rights reserved. 773775.15.0

The Fidelity Retirement Score.
Another way we’re making retirement planning clearer.

We introduced the Fidelity Retirement Score to make it easy to know where you stand.
But getting your score is just the beginning. If you move your old 401(k) to a
Fidelity Rollover IRA, you’ll get:


  • Clear, transparent language to help you understand your options

  • A one-on-one assessment of your plan to help you determine
    what to do next, and why

  • Simple, straightforward pricing with no fees to open or maintain your account


It’s your retirement. Know where you stand.
Free download pdf