Optimizing IRAs and Retirement Plan Distributions

Optimizing IRAs and Retirement Plan Distributions

Can marriage make a difference in wealth?

In my article in the September 2014 issue of Trusts & Estates,1 I discussed how marriage affects the Social Security benefits available to a couple addressing their retirement and estate-planning options. Let’s expand on that idea and see what happens to retirement plans and individual retirement accounts when a couple marries. There can

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