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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

6 Steps to Prep for Retirement

Planning to retire in 10 years or less? Find out what you need to know and do for a smoother transition.

April 18, 2025 • Rob Williams

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4 Retirement Risks to Avoid

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.

April 16, 2025

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Beyond the 4% Rule

How much can you spend without running out of money? The 4% rule is a popular rule of thumb, but you can do better. Here are guidelines for finding your personalized spending rate.

April 15, 2025

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3 Retirement Income Mistakes

Avoiding simple mistakes can extend the life of your portfolio. Here are three common mistakes retirees make with their retirement income.

April 11, 2025

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Volatility in Retirement

Don’t have a cash reserve? Here are some ways to adjust your spending and withdrawals to help ease the burden on your portfolio.

April 07, 2025

Consider tax-smart strategies

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Life Events and Taxes

Life's major milestones can have implications for your taxes. Here are tips to help get ahead of them.

March 14, 2025

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Taxes in Retirement

As you approach and enter your golden years, calculating your tax obligations could be tricky.

March 14, 2025

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Life Insurance and Your Estate

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

February 05, 2025

Plan your legacy

3 Ways to Pass Down a Home

The pros and cons of different methods for leaving a home to your heirs.

April 15, 2025

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Upstream Gifting & Estate Taxes

Gifting assets to older rather than younger generations may offer multiple advantages.

March 07, 2025

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Blended-Family Estate Planning

Estate planning for a blended family has special considerations. Here's how to help ensure your assets go to your intended beneficiaries without causing discord.

March 07, 2025

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Writing a Legacy Love Letter

Crafting a letter to your loved ones that contains your estate-planning information, plus additional rationale for your choices, can help ease their burden when you pass.

February 14, 2025

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Life Insurance and Your Estate

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

February 05, 2025

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Storing Estate Documents

Keeping up-to-date records of important documents in an accessible place is essential to effective estate planning.

January 21, 2025

The latest bond insights

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Tariffs: Potential Muni Impact

Cooper Howard

April 22, 2025

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Corporate Bonds: 3 Takeaways

Collin Martin

April 17, 2025

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Manage your investments

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Bonds

Tariffs: Potential Muni Impact

Bonds

Protect your financial and physical well-being

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Beware Medicare Scammers

Medicare fraud can take many forms, but the most prevalent scams seek to trick seniors into providing sensitive information.

March 07, 2025

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Paying for Long-Term Care

The cost of long-term care is significant—and something most retirees will face. Here's what to consider when deciding between self-funding or purchasing long-term care insurance.

March 07, 2025

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Life Insurance and Your Estate

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

February 05, 2025

Explore more topics

Social Security RMDs Taxes Investments Trusts Charitable Giving Estate Planning Wills Portfolio Management

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The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

Investing involves risks including loss of principal.

The information provided here is for general informational purposes only and is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, consult with a qualified tax advisor, CPA, financial planner or investment manager.

Living in Retirement

Manage your retirement income