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.
Types of Taxes Paid By Retirees
Discover the various types of taxes retirees may face and learn strategies to manage your tax burden in retirement. This article covers income tax, Social Security benefits taxation, and more.