Fidelity said it recognizes that financial needs often
reflect an investor’s life stage and can range from topics that include taxes,
investment risk, and how to get started, so it has launched broad guidance
content on www.fidelity.com/turnhere.
In addition, Fidelity recently launched a Roth Conversion
Evaluator to help investors consider if converting all or a portion of their
retirement assets to a Roth IRA may be appropriate within the context of their
overall retirement plan (see Fidelity Adds Roth Conversion Resources).
According to the announcement, Fidelity’s Portfolio
Review can help customers determine an appropriate target asset mix and
investment options based on their investing goals, risk tolerance, and
anticipated retirement dates. The company said later this month it will launch
new Portfolio Review functionality that allows users to preserve certain
investments within their portfolios (e.g., individual stocks or mutual funds)
while reviewing asset allocation.
The Portfolio Review is at www.fidelity.com/portfolioreview.
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