Age Differences in Retirement Planning

6 Considerations for Age-Gap Couples to Reach Retirement Success

Another option is for the younger spouse to buy a qualified longevity annuity contract (QLAC) to help cover potential long-term-care costs. They can move up to ...

Retirement Planning for Spouses with an Age Difference

Retirement planning for a married couple can be complex, especially if there is an age difference of 10, 15, 20 or more years between the spouses.

Retirement Planning for Couples with an Age Difference - Plancorp

There are three main strategies or options to consider. First, the younger spouse could consider early retirement, with the main benefit being both spouses ...

Financial Planning Considerations for Couples With an Age Gap

Couples with a significant age gap face additional complexities due to differences in retirement eligibility dates, life expectancies, health issues, income ...

Retirement Planning Tips For Dual-Career Couples With An Age Gap

This article will discuss some considerations around planning when there's an age gap between you and your partner.

Big Age Gap With Your Spouse? What You Need to Know. - Barron's

For couples with an age difference of 10 years or more, assets need to last significantly longer to cover both of their retirements, making the risks of ...

Bridge the Gap: Retirement Planning for Couples with Age Differences

This blog highlights seven points to help couples with age differences navigate retirement planning and achieve their goals together.

Please Mind the Age Gap: Planning for Couples with a Significant ...

From a financial perspective, there can be significant advantages to staggering your retirement dates. For example, the working spouse may be able to maintain ...

5 Retirement Planning Wrinkles for Couples With Big Age Gaps

Here are five common problems that age-gap couples face—and tips for synchronizing their retirement plans. Are You Really Ready ...

The financial challenges in age-gap, May-December marriages

Like all couples, money coaches say age-gap spouses need to secure their financial future by defining their goals, funding their retirement, ...

you're just young! Retiring when there is an age gap between spouses

Perhaps the best answer is to simply agree that each spouse should retire when it makes sense for them personally. That may or may not be the traditional age of ...

Is there a difference in retirement planning for men and women?

From understanding the impact of longer life expectancies and income disparities to navigating the complexities of Social Security and pension ...

The quirks of retirement planning with an age gap - Firstlinks

A big age gap can make it harder to find a solution that works for both partners – financially and otherwise. Having a frank conversation ...

Retirement Planning Considerations for Couples With an Age Gap

Decisions surrounding retirement are rarely simple. This further becomes the case when there is an age gap between couples, resulting in differences in ...

8 Retirement Planning Points for Couples With a Large Age Gap

A sound plan should ensure that the couple's combined retirement assets cover an extended combined life expectancy.

Retirement Considerations When You and Your Spouse Have a ...

If mixed-age couples retire at the same time, the younger spouse may receive reduced Social Security benefits for life. If the younger spouse ...

Mind The Age Gap Please: Planning For Couples Who Retire ...

The easiest retirement solution for couples with a significant age difference is that the younger partner retires early. This strategy for age ...

The Impact of Age Differences on Your Financial Planning

As the age gap widens, additional financial complexity is introduced and there are more long-term financial considerations to address.

Retirement Planning When There is an Age Gap

If your spouse is your beneficiary on a traditional IRA, 401(k), 403(b), or 457 plan and is also 10 or more years younger than you, you will be ...

Retirement Planning With a Large Age Difference: A Case Study

He's 56, she's 32. How does this 24-year age difference impact retirement plans for "Bonnie and Clyde", and what strategies should they ...