Living in Retirement
Learn how to manage your money and portfolio in retirement, and find out what to do about RMDs, taxes, estate planning, and more
Manage your retirement income
Tax Withholding in Retirement
How to help ensure you pay your fair share once you're no longer working.
Retired Investors and Inflation
The double whammy of tanked investments and high inflation is challenging, especially for retirees. Here's help.
When to Draw Social Security?
Social Security offers the option to draw benefits early. Understand the factors that determine if you should begin taking Social Security early or wait until full retirement age.
Volatility: 7 Retirement Tips
Now is a good time to reassess your risk tolerance, your goals, and the quality and structure of your portfolio.
SECURE 2.0 Changes
Provisions included in a last-minute spending bill passed last year will usher in big changes to the rules for RMDs, 401(k)s, and more.
Consider tax-smart strategies
Tax Withholding in Retirement
How to help ensure you pay your fair share once you're no longer working.
Congress: Retirement Package
Among other provisions, the SECURE Act 2.0 will raise the age at which individuals must begin taking required minimum distributions (RMDs) from their retirement account to 73, beginning in January 2023.
Reducing RMDs With QCDs
A QCD can be a great way to reduce RMDs and optimize the tax benefits of giving.
Plan your legacy
Reducing RMDs With QCDs
A QCD can be a great way to reduce RMDs and optimize the tax benefits of giving.
Gift and Estate Taxes
Giving away assets in one's lifetime might make sense tax-wise, but the issue is deeply emotional and personal for most people.
Charitable Remainder Trusts
A charitable remainder trust can provide a tax break and income for life.
6 Trusts to Consider
There are nearly as many types of trusts as there are individual circumstances.
Should You Start a Foundation?
Is a private foundation the best way to further your family's philanthropic goals? Here's how to decide—and why you might consider a donor-advised fund instead.
The latest bond insights
Manage your investments
Protect your financial and physical well-being
Life Insurance Alternatives
Some financial professionals have recommended life insurance as a retirement funding source, but that might not be the most effective strategy. Here are three alternatives to consider.
Working in Retirement
If you've retired but are considering returning to work, be aware that your decision may affect your Social Security and Medicare benefits.
Medicare for Globetrotters
Three ways Medicare can fall short when traveling—and how to fill the gaps.