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

Cooper Howard

Taxable Munis: 5 Considerations

Cooper Howard
February 20, 2025
Kathy Jones

Will the Dollar Be Dethroned?

Kathy Jones
February 12, 2025
Collin Martin

Preferreds: Yield vs. Risk

Collin Martin
January 30, 2025

Protect your financial and physical well-being