Milwaukee Bogleheads Chapter meeting, May 5, 2015 presentation on Fidelity tools for investors. Presented by Laura Ricci of our chapter. Suitable for students of investment planning and ages 40s to retirement.

1. Retirement Income Investing:
FIDELITY ONLINE TOOLS
• Laura Ricci
• Milwaukee Bogleheads
• May 5, 2015
Student Level Expertise Ages: 40’s to retirement

2. 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.

13. 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.

18. 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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19. 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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