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    Retirement Red Zone (3)64 Articles

    A mature couple stretches on matching yoga mats under the trees

    Wed, Jul 10, 2024

    Dynamic Spending in Retirement

    A “best practice” is only the best until something better comes along. Instead of applying the 4% rule to every retiree in every situation, we think these unique options could help you identify what works for YOU.

    Professionals at the starting line of a race

    Tue, Jul 2, 2024

    What Is a Phased Retirement?

    The shift from working to retiring isn’t as rigid as it used to be. Today, there are options for those who find the idea of a “cold turkey” retirement unappealing. Discover what a phased retirement can do to ease the transition.

    Sticky notes hang from their points with R M D written on them

    Tue, Jun 11, 2024

    How are RMDs Calculated and Taxed?

    While required minimum distributions aren’t optional, there can be some ways to reduce or defer them. Read on to discover how RMDs fit into your retirement plan.

    Stepping stones cross a shallow creek

    Tue, Jun 4, 2024

    How to Reduce Sequence of Returns Risk

    Learn how to protect your savings in case the market falls right before you retire. Discover 7 tips to minimize sequence of returns risk.

    A self-employed person rubs his forehead in frustration as he contemplates his financial plan

    Tue, May 28, 2024

    Wealth and Financial Planning for the Self-Employed

    Read these tips on financial planning, funding your retirement, insurance coverage, and estate planning when you’re self-employed.

    An older husband and younger wife smile at each other while cooking.

    Tue, Apr 9, 2024

    Retirement Planning for Spouses with an Age Difference

    Couples with a significant age gap may have to plan for effectively two retirements. Here are the things to consider.

    6 Sources of Retirement Income

    Special Report

    6 Sources of Retirement Income

    Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.