Retirement Planning for Couples With Large Age Differences

Planning retirement finances for couples with substantial age differences requires careful attention to a number of factors, one of which is the timing of Social Security benefits and the resulting impact on spousal and survivor benefits.  Dawn Doebler, wealth adviser at Bridgewater Wealth and co-founder of Her Wealth™, outlines the general issue of maximizing retirement income and developing an effective tax strategy in an article posted today on wtop.com’s Business and Finance page. Check it out here…

 

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