Retirement income & expenses

Learn how to manage sources of your retirement income, meet Required Minimum Distribution (RMD) requirements and evaluate your expenses.

Income from retirement savings

When it's time to withdraw money from your employer plans and IRAs, understanding the rules can help you make informed choices.

Balance your retirement income and expenses

Will you have sufficient retirement income to cover the cost of living? Follow our tips on generating income in retirement and covering retirement expenses.

When to begin collecting Social Security

Learn when to apply for Social Security benefits and how they can be delayed, suspended, or continued while you work.

Pension options

Evaluate options for your pension and find other ways to potentially maximize your pension distribution.

Required minimum distributions (RMD)

You are required to begin withdrawing from certain retirement accounts at age 70 1/2. Before taking these distributions, you should understand the amount of your RMD, which accounts require distributions, and the penalties for not taking them.

Evaluate Your Expenses

In order to maintain your standard of living in retirement, you’ll need to understand your retirement expenses. Here’s how to evaluate retirement costs.

Retirement health care costs

Planning ahead for retirement health care costs can help keep your savings intact. Learn about how to prepare, the different parts of Medicare and more.