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.

January 23, 2023

Retired Investors and Inflation

The double whammy of tanked investments and high inflation is challenging, especially for retirees. Here's help.

January 18, 2023

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.

January 18, 2023

Volatility: 7 Retirement Tips

Now is a good time to reassess your risk tolerance, your goals, and the quality and structure of your portfolio.

January 17, 2023

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.

January 12, 2023

Consider tax-smart strategies

Tax Withholding in Retirement

How to help ensure you pay your fair share once you're no longer working.

January 23, 2023

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.

December 23, 2022

Reducing RMDs With QCDs

A QCD can be a great way to reduce RMDs and optimize the tax benefits of giving.

December 12, 2022

Plan your legacy

Financial Resolutions

Reshape your finances in the year ahead with these five resolutions.

December 29, 2022

Reducing RMDs With QCDs

A QCD can be a great way to reduce RMDs and optimize the tax benefits of giving.

December 12, 2022


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.

November 14, 2022

Charitable Remainder Trusts

A charitable remainder trust can provide a tax break and income for life.

November 11, 2022

6 Trusts to Consider

There are nearly as many types of trusts as there are individual circumstances.

November 11, 2022

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.

November 09, 2022

The latest bond insights

Collin Martin

How to Build a Bond Portfolio

Collin Martin
January 26, 2023

Muni Bonds: GO or Revenue?

Cooper Howard
January 19, 2023

Has the U.S. Dollar Peaked?

Kathy Jones
January 12, 2023

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.

February 01, 2023

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.

November 17, 2022

Medicare for Globetrotters

Three ways Medicare can fall short when traveling—and how to fill the gaps.

November 11, 2022