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

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.

May 14, 2024 Rob Williams • Chris Kawashima

Consider tax-smart strategies

Plan your legacy

The latest bond insights

Collin Martin

Understand U.S. Agency Bonds

Collin Martin
October 18, 2024
Kathy Jones

U.S. Dollar in a Rate-Cut Era

Kathy Jones
October 03, 2024
Cooper Howard

Why to Consider Muni Bonds Now

Cooper Howard
October 01, 2024

Protect your financial and physical well-being