Retirement Planning & Mixed Age Relationships

  Рет қаралды 1,584

Sierens Financial Group

Sierens Financial Group

Күн бұрын

Married? Is your spouse a different age? To help ensure a financially stable retirement, I've made a video walking through the 3 specific areas you could focus on with actions in each area when retirement planning in an age gap relationship, retiring at different times, or retiring at different ages.
Video Link - Spousal IRAs & Roth IRAs: • Spousal IRA Contributi...
Website: sierensfinancialgroup.com/
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If you and your spouse are different ages, it could create some complexities when it comes to planning for retirement. The standard advice may not hold true. In this video we cover 3 areas to focus on and actions to potentially take.
1. Retirement Timeline
2. Financial Considerations
a. When to retire and filling the income gap
b. Different age spouses and social security planning
c. pension planning
3. Health Considerations
Long-term care planning
#Retirement
#RetireDifferentAges
#SocialSecurity

Пікірлер: 2
@LindaDeeTee
@LindaDeeTee 2 ай бұрын
This is really helpful, thanks!
@desiv1170
@desiv1170 9 ай бұрын
Yeah, this can be interesting. My was was going to be eligible before me. The plan was she'd probably work a bit past and we'd retire around the same time... Then her job got crazy (bad) and she retired early. Not a problem. I can just work a couple years past retirement and we'll be about in the same point financially. So we agreed we'd be good. Now, we are approaching my initial retirement age, and my wife no longer wants me to wait. And the way work is, I kind of agree with her... So we are again re-working the numbers... I really wish I would have planned for this when she decided to retire, rather than us assuming I'd just work a couple of years extra.
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