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
Social Security Inflation Bump
Social Security benefits are getting another sizeable bump next year. Unfortunately, it won't be as big as the jumbo-sized increases of the 2023 and 2022.
Periodic Roth Conversions
Periodically converting a portion of your retirement savings into Roth assets can give you a flexible source of income and help lower the taxes you pay over time.
Sequence-of-Returns Risk
If you're close to retiring, beware of the little-known sequence-of-returns risk that could take a huge slice out of your retirement income.
Tips on Retirement RMDs
Avoid required minimum distributions (RMDs) penalties by taking RMDs as required, and learn know how the SECURE 2.0 Act updates can impact your retirement savings.
In-Kind IRA Distributions
Stuck with an RMD? You don't have to take it in cash. Here's what you need to know about in-kind distributions from your IRA to your brokerage account.
Consider tax-smart strategies
Periodic Roth Conversions
Periodically converting a portion of your retirement savings into Roth assets can give you a flexible source of income and help lower the taxes you pay over time.
Tips on Retirement RMDs
Avoid required minimum distributions (RMDs) penalties by taking RMDs as required, and learn know how the SECURE 2.0 Act updates can impact your retirement savings.
Taxes in Retirement
As you approach and enter your golden years, calculating your tax obligations could be tricky.
Plan your legacy
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.
How to Update Your Estate Plan
Even after your estate plans are established, there's a lot you can do to help ensure your wealth will benefit your heirs to the fullest extent possible, including in the near term.
5 Myths About Legacy Planning
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.
Do You Need a Trust?
Wills may not make sense for all estate planning needs. Find out when you might want to consider a trust.
Estate Sale Need-to-Knows
An estate sale could be an effective way to unload a house-full of possessions, but it's important to understand how the process works to minimize financial and emotional costs.
Lessons on Charitable Giving
How one woman's generous gift could help save lives—and what you can learn from her unique approach to philanthropy.
The latest bond insights
Manage your investments
Protect your financial and physical well-being
Talking Money with Mom and Dad
Talking through these five money topics as your parents age could help bring peace of mind and relief to both you and your parents.
High Incomes and Medicare
Medicare premiums can jump sharply if your retirement income rises above certain levels, but there are steps you can take to prepare and minimize the impact.