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.
Retirement income
5-Step Tax-Smart Retirement Income Plan
Smart tax planning can help extend the life of your retirement savings and may lower taxes in retirement.
3 Retirement Income Challenges You Might Not Expect
Turning your retirement savings into a steady stream of income can be tricky. Here are three challenges to plan for.
Market Volatility in Retirement: What If You Haven't Prepared?
Don't have a cash reserve? Here are some ways to adjust your spending and withdrawals to help ease the burden on your portfolio.
Required Minimum Distributions: What You Should Know
Guidelines, deadlines, and potential tax consequences: What you need to know when it comes to required minimum distributions.
Social Security
Social Security Inflation Bump: What Does It Mean?
Social Security benefits just received their biggest boost in 40 years. What does it mean for your taxes?
Social Security FAQs
Our experts answer common questions about Social Security to help you maximize your retirement benefits.
3 Retirement Income Mistakes to Avoid
Avoiding simple mistakes can extend the life of your portfolio.
Working in Retirement: How Does It Affect Social Security and Medicare?
If you’ve retired but are considering returning to work, be aware that your decision may affect your Social Security and Medicare benefits.
Explore more topics
Required Minimum Distribution (RMD)
Required Minimum Distributions: What You Should Know
Guidelines, deadlines, and potential tax consequences: What you need to know when it comes to required minimum distributions.
RMD Strategies to Help Ease Your Tax Burden
RMDs can take a toll on your tax bill. Consider these strategies to help reduce the sting.
Reducing RMDs with QCDs
A QCD can be a great way to reduce RMDs and optimize the tax benefits of giving.
Tax planning
5-Step Tax-Smart Retirement Income Plan
Smart tax planning can help extend the life of your retirement savings and may lower taxes in retirement.
The Estate Tax and Lifetime Gifting
If you have a large estate, consider gifting during your lifetime as a strategy to help reduce estate taxes.
4 Common Trust Mistakes
A well-designed trust can help ensure your assets transfer to your heirs as efficiently and effectively as possible.
How to Plan Around Estate Tax Uncertainties
Three trust types that may help guard against future estate tax changes.
Estate planning
Should You Add Life Insurance to Your Estate Plan?
Adding life insurance to your estate plan can help give your heirs flexibility in the future.
Do You Want to Leave an IRA to Your Grandchildren?
Leaving an IRA to your grandchildren can be a great idea, but make sure you pay attention to the details.
How to Plan Around Estate Tax Uncertainties
Three trust types that may help guard against future estate tax changes.