
Ep 145: A Tough Conversation – Retirement and Divorce
About this episode
We’re going to have a tough conversation about retirement and divorce on today’s episode. How does this difficult decision impact your retirement financially?
Join us on today’s episode as we break down these major topics:
- Why is working with a financial advisor essential during a divorce? (6:10)
- You don’t want to ignore tax implications of breaking up retirement accounts. (7:04)
- Rolling a spouse’s retirement account into a new IRA immediately after divorce. (9:33)
- How divorce can impact Social Security payments. (15:56)
Watch the video podcast: https://www.youtube.com/channel/UCGS8K5-iPEy6b7fu4pLNLtA
Read more and get additional financial resources here: http://philstaxhacks.com
Get every episode summarized
Each time Phil's Tax Hacks publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Phil's Tax Hacks

Volunteering: The Best Investment You Might Make In Retirement
Phil's Tax Hacks

A New Proposal Might Cap Your Social Security Payments
Phil's Tax Hacks

The Surprisingly Hard Part of Retirement Nobody Warns You About
Phil's Tax Hacks

What Happens to Your Retirement When Your Income Isn't Predictable?
Phil's Tax Hacks