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 FAQs

We answer common questions about Social Security to help you maximize your retirement benefits.

February 22, 2024

The Case for Income Annuities

Payments from income annuities are at their highest levels in a decade. Here's what that means.

February 15, 2024

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.

February 14, 2024

Tips for Saving Near Retirement

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.

February 06, 2024

Older Workers and IRAs

There are no age restrictions on IRA contributions. But does it make sense for older workers to make contributions as they near retirement? Here are three points to consider.

February 01, 2024

Consider tax-smart strategies

4 SECURE 2.0 Act Takeaways

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.

February 14, 2024

RMD Strategies for Tax Time

Required Minimum Distributions (RMDs) can take a toll on your tax bill. Consider these strategies to help reduce the sting.

January 31, 2024

Demystifying RMDs

Guidelines, deadlines, and potential tax consequences: What you need to know when it comes to required minimum distributions (RMDs).

January 10, 2024

Plan your legacy

Estate Planning for Pets

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.

February 16, 2024

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.

January 11, 2024


Reducing RMDs With QCDs

A qualified charitable distribution (QCD) can be a great way to reduce required minimum distributions (RMDs) and optimize the tax benefits of giving.

December 22, 2023

Helping Your Child Buy a Home

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.

December 22, 2023

Life Insurance and Your Estate

Adding life insurance to your estate plan can help give your heirs flexibility in the future.

December 18, 2023

Annuities in Your Estate Plan

If you have an annuity you no longer need, consider these five ways to deploy the extra income in your estate plan.

November 17, 2023

The latest bond insights

Collin Martin

Why to Consider Longer Bonds

Collin Martin
February 22, 2024
Cooper Howard

Munis: The State of the States

Cooper Howard
January 23, 2024
Collin Martin

Bank Loans: What to Know Now

Collin Martin
January 18, 2024

Manage your investments

Protect your financial and physical well-being

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.

February 14, 2024

Life Insurance and Your Estate

Adding life insurance to your estate plan can help give your heirs flexibility in the future.

December 18, 2023

Beware AI Voice Cloning Scams

Fraudsters can use artificial intelligence to impersonate nearly anyone. Here's how to help protect yourself from AI voice-cloning scams.

November 17, 2023