Retirement

Noncitizens don't get the unlimited marital deduction. Learn how the QDOT bridges this gap to defer estate taxes and protect your family's legacy.

By Donna LeValley

College towns are booming retirement hubs, but experts warn that retirees often underestimate the hidden costs. We break down the options for a couple with $3.2 million.

By Maurie Backman

While critics complain that economists are always at odds, there are plenty of areas of agreement that contain valuable lessons for our working lives and more.

By Philip Segal, CLU®, ChFC®, RICP®

Ready to call it quits? From timing Social Security to planning, here are nine pieces of Dave Ramsey advice for a secure retirement.

By Donna Fuscaldo

If you have $5 million saved for retirement, your RMDs will change every year. Find out exactly how much you must withdraw at ages 73, 75, 80 and 85.

By Donna Fuscaldo

Retirement Taxes More than a dozen states don't tax pension income regardless of your age or how much money you have.

By Gabriella Cruz-Martínez