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
Retire with Fixed Indexed Annuities
Fixed indexed annuities can offer those in or near retirement a balance of security and potential growth. Let's explore what they are and how they work.
The Future of Social Security
Current forecasts project a Social Security shortfall in about a decade. Knowing when to collect can help you maximize your benefits. Find out when could be the right time for you to start collecting Social Security payments.
4 Retirement Risks to Avoid
The five years before and after retirement are among the most important—and vulnerable—for your savings. Make the most of your later years by getting ahead of the potential risks.
Handling Common Retirement Fears
Preparing for retirement can feel like an intimidating task. However, there are some things you can do to reduce common fears.
Bucket Strategy for Retirement
Learn about the "bucket approach," a drawdown strategy that involves holding three different buckets of money, or separate asset accounts, for retirement.
Consider tax-smart strategies
Tax Planning for Retirement
Selecting tax-smart accounts may help your retirement savings last longer.
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.
Plan your legacy
Start Your Estate Plan Early
No matter your age or financial situation, organizing your affairs and estate can be a fruitful exercise at any point during your financial journey, but the sooner, the better.
Should You Disinherit a Child?
Family rifts sometimes lead to estrangement—resulting in thoughts of disinheritance. But consider the consequences before you exclude a loved one from your estate.
Keep Beneficiaries Current
Designating beneficiaries is a simple way to help protect your estate and avoid probate.
Aging Parents & Their Finances
Aging parents face unique challenges when it comes to their finances. Here's how you can help them manage their wealth in their golden years.
Reducing RMDs With QCDs
A QCD can be a great way to reduce RMDs and optimize the tax benefits of giving.
The latest bond insights
Manage your investments
Protect your financial and physical well-being
Beware P2P App Scams
What are the risks of peer-to-peer payment apps? Here's what you should know to avoid potential pitfalls and scams.
Aging Parents & Their Finances
Aging parents face unique challenges when it comes to their finances. Here's how you can help them manage their wealth in their golden years.
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.