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

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 Rob Williams

Social Security Inflation Bump

Social Security benefits will rise nearly 9% in 2023.

November 11, 2022

Roth 401(k) to Roth IRA Rollover

Rolling over a Roth 401(k) to a Roth IRA can be a great retirement strategy—if you're eligible.

November 02, 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.

October 14, 2022

3 Retirement Income Mistakes

Avoiding simple mistakes can extend the life of your portfolio.

September 12, 2022

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.

October 14, 2022

Manage RMDs in a Down Market

Taking RMDs when asset prices are depressed can hurt. Consider these options for lessening the blow.

September 15, 2022

Bad-Market Tips for Retirees

Certain moves could make more sense during a bad market than during a good one. Here are four.

August 08, 2022

Plan your legacy

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

6 Trusts to Consider

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

November 11, 2022


Charitable Remainder Trusts

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

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

Trusts and Rates

The three estate planning strategies that can benefit from low interest rates.

August 17, 2022

9 Must-Dos If You're Retired

The need for planning doesn't end when you retire—but the focus of your planning activities should shift. Here's how.

August 15, 2022

The latest bond insights

Tax-Loss Harvesting in Bonds

Cooper Howard
November 15, 2022

Should You Still Own Bonds?

Cooper Howard
November 01, 2022

Bond Ladders and Barbells

Cooper Howard
October 25, 2022

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.

November 17, 2022

Medicare for Globetrotters

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

November 11, 2022

Preventing Social Media Scams

Forging fraudulent relationships via social media is the latest financial scam.

October 10, 2022