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Retirement Income

Understand income sources and strategies available to seniors in retirement.

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Annuities in Retirement: A Balanced Look at What They Do and Don't Offer
Retirement Income · Featured

Annuities in Retirement: A Balanced Look at What They Do and Don't Offer

By Finance & Benefits Editorial Team · 6 min read
Retirement Income Claiming Social Security at 62, 67, or 70: Trade-Offs Every Senior Should Know

Claiming Social Security at 62, 67, or 70: Trade-Offs Every Senior Should Know

Early versus delayed Social Security claims affect lifetime income differently. Here's what each timing decision means i…

Finance & Benefits Editorial Team · 6 min
Retirement Income Coordinating Multiple Income Streams in Retirement

Coordinating Multiple Income Streams in Retirement

Most retirees draw from several sources at once—Social Security, accounts, and pensions. Learn how these streams can be …

Finance & Benefits Editorial Team · 7 min
Retirement Income Income Sources Available to Retirees Beyond Social Security

Income Sources Available to Retirees Beyond Social Security

Social Security is rarely the whole picture. This rundown covers pensions, IRAs, part-time work, annuities, and other in…

Finance & Benefits Editorial Team · 6 min
Retirement Income Pension Income and Taxes: What Retirees Need to Understand

Pension Income and Taxes: What Retirees Need to Understand

Pension payments are generally taxable at the federal level, but state rules vary widely. This overview explains the key…

Finance & Benefits Editorial Team · 8 min
Retirement Income Required Minimum Distributions: Rules Retirees Often Misunderstand

Required Minimum Distributions: Rules Retirees Often Misunderstand

RMDs from IRAs and 401(k)s follow specific IRS rules. Learn what triggers them, how amounts are determined, and what mis…

Finance & Benefits Editorial Team · 8 min
Retirement Income Retirement Income Planning: A Reference Guide to Key Terms and Concepts

Retirement Income Planning: A Reference Guide to Key Terms and Concepts

From COLA adjustments to survivor benefits and RMDs, this reference guide defines the terms that matter most for retirem…

Finance & Benefits Editorial Team · 6 min
Retirement Income Retirement Income at a Glance: Social Security, Pensions, and Accounts Explained

Retirement Income at a Glance: Social Security, Pensions, and Accounts Explained

A clear overview of the main income sources available to retirees, including Social Security, pensions, and tax-advantag…

Finance & Benefits Editorial Team · 8 min
Retirement Income Retirement Income: An End-to-End Guide for Seniors

Retirement Income: An End-to-End Guide for Seniors

A comprehensive guide covering Social Security, pensions, IRAs, taxes, and income sequencing—everything seniors need to …

Finance & Benefits Editorial Team · 9 min
Retirement Income Reviewing Your Retirement Income Readiness: A Personal Checklist

Reviewing Your Retirement Income Readiness: A Personal Checklist

Use this checklist to assess whether your income sources, account rules, benefit elections, and tax situation are in ord…

Finance & Benefits Editorial Team · 5 min
Retirement Income Roth IRA vs. Traditional IRA in Retirement: Which Withdrawal Strategy Makes Sense?

Roth IRA vs. Traditional IRA in Retirement: Which Withdrawal Strategy Makes Sense?

Roth and traditional IRAs are taxed differently in retirement. This comparison outlines how each account type affects yo…

Finance & Benefits Editorial Team · 6 min
Retirement Income Social Security Benefit Calculations: What the Numbers Actually Mean

Social Security Benefit Calculations: What the Numbers Actually Mean

Understand how the Social Security Administration calculates your monthly benefit, including the role of your earnings r…

Finance & Benefits Editorial Team · 7 min
Retirement Income Social Security Myths That Could Cost Retirees Money

Social Security Myths That Could Cost Retirees Money

Widespread misconceptions about Social Security—from spousal benefits to taxation—can lead to costly planning errors. He…

Finance & Benefits Editorial Team · 6 min
Retirement Income Spousal and Survivor Social Security Benefits: How They Work

Spousal and Survivor Social Security Benefits: How They Work

Married couples and surviving spouses may qualify for Social Security benefits based on a partner's record. This explain…

Finance & Benefits Editorial Team · 7 min
Retirement Income Traditional Pension vs. 401(k): How Defined Benefit and Defined Contribution Plans Differ

Traditional Pension vs. 401(k): How Defined Benefit and Defined Contribution Plans Differ

Defined benefit pensions and defined contribution plans work in fundamentally different ways. This side-by-side breakdow…

Finance & Benefits Editorial Team · 7 min
Retirement Income Why Retirees Underestimate Taxes on Their Retirement Income

Why Retirees Underestimate Taxes on Their Retirement Income

Social Security, RMDs, and pension income can all be taxable. These common oversights explain why many retirees are caug…

Finance & Benefits Editorial Team · 5 min

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