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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
Tips for Early Retirement
Here's how to figure out how your budget and savings would be affected if you had to retire earlier than anticipated.
April 09, 2024
The Rule of 55
Hoping to access your 401(k) early? With the rule of 55, you may be able to access and take early withdrawals from your 401(k). Here's what you need to know.
March 12, 2024
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
Consider tax-smart strategies
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
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
Plan your legacy
Start Your Estate Plan Early
While organizing your affairs and estate can be a fruitful exercise at any point during your financial journey, the sooner you start, the better off you'll be.
March 07, 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
Life Insurance and Your Estate
Adding life insurance to your estate plan can help give your heirs flexibility in the future.
December 18, 2023
Reducing Estate-Attorney Fees
Working with an estate attorney can be costly. These three tips can help keep legal expenses to a minimum.
November 17, 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
EM Bonds: What to Know Now
Kathy Jones
April 03, 2024
Fed Hesitates, Markets Wait
Kathy Jones
March 06, 2024
7 Municipal Bond Tax Traps
Cooper Howard
February 28, 2024
Manage your investments
Cash
Investing Before Rates Fall
Markets and Economy
Outlook: Waiting for the Fed
Bonds
Fed Hesitates, Markets Wait
Bonds
7 Municipal Bond Tax Traps
Retirement
Tips for Saving Near Retirement
Bonds
Bonds and Interest Rates
Protect your financial and physical well-being
Medicare for Globetrotters
Medicare can fall short when traveling. Here's how to fill the gaps.
April 10, 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
Life Insurance and Your Estate
Adding life insurance to your estate plan can help give your heirs flexibility in the future.
December 18, 2023
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.
