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
Payments from income annuities are at their highest levels in a decade. Here's what that means.
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.
Consider tax-smart strategies
The sweeping new law will continue to be implemented over the next few years. Here are four areas in which your retirement savings could benefit.
Required Minimum Distributions (RMDs) can take a toll on your tax bill. Consider these strategies to help reduce the sting.
Plan your legacy
Many people overlook in their estate plans some of the most beloved members of the family: pets. Here's what to consider so that your animal companions enjoy the life they're accustomed to after you're gone.
For high-net-worth estates, planning can be a more complicated process, prone to common mistakes—even for seasoned investors. Here's help to get it right.
A qualified charitable distribution (QCD) can be a great way to reduce required minimum distributions (RMDs) and optimize the tax benefits of giving.
Helping a child purchase a home is a big decision and shouldn't be done in isolation of your overall estate plan. Here are four popular ways to lend a hand.