Financial wisdom for making your money last. Withdrawal strategies, RMDs, Medicare optimization, and living your best retirement.
← Back to Retirement HubUnderstanding the most famous retirement rule—its origins, limitations, and modern alternatives.
Everything you need to know about Required Minimum Distributions—when they start, how to calculate them, and strategies to minimize the tax hit.
Two paths to Medicare coverage—understanding the tradeoffs to make the right choice for your situation.
How to structure your investments into short, medium, and long-term buckets for peace of mind and growth.
How to donate directly from your IRA, satisfy your RMD, and avoid paying income tax on the distribution.
Why retirees often underspend—and how to give yourself permission to enjoy the wealth you've built.
Flexible withdrawal strategies that respond to market performance and dramatically improve portfolio longevity.
How your income affects your Medicare premiums—and strategies to minimize the Income-Related Monthly Adjustment Amount.
The formula that determines whether 0%, 50%, or 85% of your Social Security is subject to income tax.
Research on what makes retirees happiest—and how to design a retirement filled with meaning and connection.