See how you can create a plan to help you defer, manage, and reduce taxes.
These videos explain the challenges involved with generating retirement income and help you develop and evaluate your own income plan.
This Fidelity Viewpoints? article explains how deferred income annuities work and the role they can play in a retirement income plan.
Before investing, consider the investment objectives, risks, charges, and expenses of the annuity and its investment options. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Read it carefully.
Guarantees apply to certain insurance and annuity products and are subject to product terms, exclusions and limitations and the insurer's claims paying ability and financial strength.
If you are buying a variable annuity to fund a qualified retirement plan or IRA, you should do so for the variable annuity's features and benefits other than tax deferral. In such cases, tax deferral is not an additional benefit.
Investing in a variable annuity involves risk of loss - investment returns and contract value are not guaranteed and will fluctuate.
Fidelity insurance products are issued by Fidelity Investments Life Insurance Company (FILI), 900 Salem Street, Smithfield, RI 02917, and, in New York, by Empire Fidelity Investments Life Insurance Company?, New York, N.Y. FILI is licensed in all states except New York. Other insurance products available at Fidelity are issued by third-party insurance companies, which are not affiliated with any Fidelity Investments company. A contract's financial guarantees are subject to the claims-paying ability of the issuing insurance company.
Annuities at Fidelity are distributed by Fidelity Insurance Agency, Inc. and, for certain products, Fidelity Brokerage Services, Member NYSE, SIPC.
For information regarding how Fidelity representatives are compensated, view Fidelity Representatives' Compensation Disclosure (PDF).