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Living in Retirement

Tap into articles and tools used by retirement planners to help manage money on retirement — content that can help you make sure you don’t outlive your retirement savings.

Planning the Withdrawal of Your Retirement Assets

The order in which you draw down different types of retirement assets can affect your taxes, portfolio performance, and how long your nest egg lasts. This article offers suggestions on an efficient withdrawal strategy in retirement.

Choosing Your Annual Withdrawal Rate

It's not just the amount of money you've saved that determines whether you'll have a comfortable retirement; it's also a matter of how quickly you spend it after you retire. That's why setting an annual withdrawal rate is an important decision in retirement income planning.

Managing Cash Flow in Retirement

When retirement planning goes into reverse and shifts from accumulating assets to living off investment and other income, cash flow becomes key. This article deals with the practical issues retirees face in managing their income streams and achieving a disciplined approach to budgeting.

Maximize Your Retirement Income

You will find tips on investing to get the most income out of your investments.

Healthcare Options in Retirement

Americans over 65 have two basic healthcare options: Medicare and managed care. This article looks at the choices available with each, their costs and coverage.

Investing In Retirement

This tutorial examines the risks, strategies, and other unique considerations of investors who are in or nearing retirement.

Investment Volatility

Investors approaching or in retirement may need to rethink the way they approach market volatility and its potential impact on their ability to generate a stream of income. Using hypothetical scenarios, this iChart shows how the specific timing of market ups and downs can affect long-term financial security in retirement.

Choosing Your Annual Withdrawal Rate Calculator

Calculates the annual withdrawal rate needed to cover expenses in retirement.

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