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
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.
Tax-Smart Income Plan
Smart tax planning can help extend the life of your retirement savings and may lower taxes in retirement.
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.
Consider tax-smart strategies
Tax-Smart Income Plan
Smart tax planning can help extend the life of your retirement savings and may lower taxes in retirement.
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.
Plan your legacy
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.
Reducing Estate-Attorney Fees
Working with an estate attorney can be costly. These three tips can help keep legal expenses to a minimum.
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.
The latest bond insights
Manage your investments
Protect your financial and physical well-being
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.
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.
