Thinking Through A Taxable Brokerage Account Titling for Married Spouses with Large Age Differences
Tax Planning, Taxable Accounts Garrett Crawford, CFP® Tax Planning, Taxable Accounts Garrett Crawford, CFP®

Thinking Through A Taxable Brokerage Account Titling for Married Spouses with Large Age Differences

In today's post, we'll explore a specific planning consideration that arises for married couples with a significant age gap between spouses. We'll discuss why, in some cases, holding highly appreciated investments in individual or jointly owned taxable accounts might be preferable to simplifying account structures.

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