Christine Benz: "Retirement Planning When There's an Age Gap"

Non-investing personal finance issues including insurance, credit, real estate, taxes, employment and legal issues such as trusts and wills
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Christine Benz: "Retirement Planning When There's an Age Gap"

Postby gkaplan » Thu Apr 20, 2017 6:54 pm

Sizable age gaps can create special challenges from a financial- and retirement-planning standpoint. Couples with big age differences may need to plan for different retirement dates and life expectancies--with related implications for portfolio-withdrawal strategies, asset allocation, and Social Security filing. Long-term care considerations can also take on greater prominence for couples where there’s a big age discrepancy. I featured a couple with a significant age gap in my latest round of Portfolio Makeovers.

If you're part of a couple with a sizable age discrepancy, here are some of the key ways to ensure that you adjust your plan accordingly. . . .

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