Retirement income & expenses

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

Retirement income planning

Many retirees draw from their retirement accounts to cover expenses. Learn about retirement distributions from IRAs, 401(k)s, and other plans, including pensions.

Balance your income and expenses

Are you wondering how long your money will last in retirement? Follow these tips for balancing your retirement income sources with your retirement living 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.

Prepare to collect your pension

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

Required minimum distributions (RMDs)

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.

Planning for retirement expenses

An essential part of retirement planning is understanding retirement expenses and the role of inflation. Here’s how to evaluate retirement costs.

Planning for the cost of health care in retirement

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.