Preserving Your Assets
This video considers the different factors involved with an asset preservation strategy and how they might apply to your portfolio.
ARTICLES
Now That You're Retired, Maximize Your Retirement Income
You will find tips on investing to get the most income out of your investments.
The Phases of Retirement: Updating Your Finances for Your Changing Lifestyle
As people live longer and healthier lives, retirement income and distribution strategies require a flexible approach that provide for changing needs over time.
Retirement Account Distributions After Age 73
Minimum distributions from qualified retirement plans and IRAs are required to begin after age 73. This article examines the options as well as the rules for required minimum distributions.
Tax Strategies for Retirees
Managing taxes in retirement can be complex. Thoughtful planning may help reduce the tax burden for you and your heirs.
iCHARTS
Inflation's Impact on Your Retirement Income Needs
Learn about the effect price increases can have on an individual's annual retirement income requirement over the course of time.
Tax-Efficient Withdrawal Strategies
This iChart demonstrates the potential impact of choosing to take withdrawals from tax-deferred versus taxable accounts.
CALCULATOR
Income Planner
How much income can you expect in retirement? This calculator will help you estimate how much you can afford to spend each year, based on how long you want your savings to last.
VIDEO
Investing in Retirement
This video considers different ways that you might structure your portfolio so that it generates income, while still maintaining a growth element.