How Couples With an Age Gap Should Plan for Retirement
#RetirementPlanning #RMDs #Retirement
An age gap can complicate retirement. Here’s how couples can coordinate Social Security, investments, healthcare, and long-term care.
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00:00:00 Introduction
00:01:14 Social Security Claiming Strategies for Couples With an Age Gap
00:02:26 Portfolio Matters: The Younger Partner Changes the Math
00:03:33 RMDs: Good News for Some Age-Gap Couples
00:04:19 Don’t Overlook the Healthcare Gap
00:05:07 Make a Plan for Long-Term Care
Watch more from Morningstar:
Retirement Planning for Couples Who Become Parents Later in Life https://youtu.be/46Yj47Tz2e0?si=NREp3iYo_N3o_r4D
Retirement Planning for Couples Without Children https://youtu.be/4zB5RfbVJMw?si=Pw2Z4FOjwC3NRMsm
Retirement Planning After Losing a Spouse https://youtu.be/hrPdBKpk7rU?si=vNlky0I2gSMWMAN_
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