Spousal Planning

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Spousal Planning Articles

Why Staggered Retirements Pay Off for Couples

Clients will need to consider issues such as IRA withdrawals, Social Security payments, and health care costs.

Understanding Social Security's Windfall Elimination Provision

Some government and nonprofit workers could have their Social Security benefits offset considerably--a fact they may not be aware of until they retire. Here's a primer on who is affected, how their benefits are reduced, and how it applies to spouses and survivors.

Spousal IRA Rules: Cutting Through the Thicket

The rules governing spousal IRAs can be bewildering, since contributions and deductibility are affected both by each individual's income and their tax status as a couple. Here's a breakdown of the rules that cuts through the confusion.