Retirement

Smart, focused guidance on all aspects of retirement planning and spending.

Saving for Retirement

  • How the rest of the world looks at retirement

    People are living longer, which has huge implications for an aging global population. Here’s how other countries are managing the shift and what we can learn from them.
  • Choosing between fixed or variable distributions

    Should you plan to take out enough money to meet your retirement needs, or should you take out only what your portfolio can “afford” to pay you? Here are some pros and cons to consider.
  • The tax difference between 401(k)s and IRAs

    IRAs and 401(k)s have a lot in common. But there are also some subtle differences between the two, and failing to know them can really raise your tax bill.
  • It may be time to rebalance

    Because of the direction that markets are taking, CalSTRS CIO Christopher Ailman says it's a good time to take a look at your retirement portfolio and rethink your allocations.

401(k)

Getting Ready to Retire

Living in Retirement

  • How the rest of the world looks at retirement

    People are living longer, which has huge implications for an aging global population. Here’s how other countries are managing the shift and what we can learn from them.
  • Tax strategies for long-term care expenses

    If you need long-term care, or if you bought a long-term-care insurance policy, you may be eligible for certain deductions on your tax returns. Here’s how you’d qualify.
  • The tax difference between 401(k)s and IRAs

    IRAs and 401(k)s have a lot in common. But there are also some subtle differences between the two, and failing to know them can really raise your tax bill.
  • 3 retirement myths debunked

    When it comes to retirement, many people think that what was true for their parents and grandparents still holds true today. But retirees or near-retirees who are stuck in the past could be making grave mistakes.