Fidelity was getting some heat on Reddit for hiding the Retirement Planner. What used to be one click from Full View, now takes me 5 or 6 clicks. That's what Fidelity calls an "upgrade".
Do you have a link to the reddit discussion and the steps to get to the Retirement Planner tool from Full View?
Okay 1 hour on the line with Fidelity. Needed to speak with a 5th person who truly works with the tool.
He doesn't know why it was taken off the front summary page and will get back to me. I indicated there are many frustrated users.
So the current path to get there is as follows:
Summary Page - use the "Planning & Advice" dropdown with the "Retirement" choice.
"I'm ready to live my retirement" (middle of page) click "Learn how to plan"
"Retirement Income Planning" (top of page) "Create your plan" choice
This should take you to the tool.
Update - Fidelity is beta testing (yet again) the E Money tool and that is why it was put on the summary page as a substitute. I do not like this tool and it doesn't work for me and I told him as such.
There are no current plans to do away with the Retirement calculator tool. Just more of a pain to access it.
I think it’s pretty stupid to hide the Retirement Analysis Tool, considering I see it advertised on TV on a regular basis.
I’ve been using this tool for the past 10 years - 5 years before I retired and 5 years afterward. I usually run the tool every 6 months, review and save the results.
I reviewed the plan from 5 1/2 years ago to the plan I ran 4 months ago and see how the RMD values have really dropped reflecting the RothIRA conversions. After 5 years retired, the ending yearly values match up fairly well the the Average Return model (50%).
Once your retire, the score disappears from the tool. I think the score is helpful pre-retirement, as it’s a guide to set your retirement budget. After retirement, it’s not really needed as long as your plan funds never go to zero.
The link to the Fidelity tool has been restored to my front page. Perhaps enough squeaky wheels...
I don't, still using the bookmark.Yes. I see it on my All accounts summary page.