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  VIDEO REPORT

  3 Strategies for Generating Cash Flow in Retirement

  Christine Benz walks through the pros and cons of three approaches that retirees should consider.

  • Investors, We Need to Talk About Your Cash
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  INVESTING SPECIALISTS

  How Did the Bucket Portfolios Hold Up in 2018?

  Conservative was better and cash was king--for a change.

  • Bucket Portfolios Faced a Real Stress Test in 2018
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  COMMENTARY

  Could the Government Take the Bite Out of RMDs?

  Maybe, but "tax-deferred account" starts with "tax" for a reason.  

  • What's the Difference Between Marginal and Effective Tax Rates?

30-Minute Money Solutions Worksheets

• Roth vs. Traditional 401(k) Worksheet
• IRA Conversion Worksheet
• See All Worksheets
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In Retirement Portfolio Planning

• How Did the Bucket Strategy Work in 2018?
• Stress-Testing Your Retirement Asset Allocations
• How to Make the Most of Your RMDs
• Avoid These RMD Traps

Social Security & Medical

• Top Social Security Questions, Answered
• What Happens to Your HSA in Retirement?
• How Earned Income Affects Social Security in Retirement
• More on Social Security...
• More on Health Care in Retirement...

Income Investing

• What to Do if You Missed Your RMD
• How Retirees Can Source Cash for 2019
• Implementing a Bucket System? There Will Need to Be Some Rules.
• More on Income Investing...

Annuities & Insurance

• Why Buy Annuities?
• New Strategies for Covering Long-Term Care Costs
• More on Annuities...

Estate Planning

• Retirees: What You Should Watch in 2018
• Day 5: Creating a Durable Estate Plan
• Is Your Estate Plan Obsolete?
• More on Estate Planning...