Spouse - Get Smart About Retirement

A Limited Return Of The Stretch IRA? – SECURE 2.0’s New Surviving Spouse Rule

SECURE 2.0 introduces a significant new provision for the surviving spouse of a deceased participant in an employer retirement plan. The new law enhances tax treatments for surviving spouses, especial...

forbes.com Feb 02 2023

How do you keep from dwelling on your age?

I'm 63 and plan to retire in a month. In my life I have had many different self-images: as an athlete, a student, a soldier, a worker, husband, father. It didn't matter that I wasn't particularly good...

reddit.com Feb 02 2023

Suggestions of being married to a financial hoarder and enjoying retirement. If you were this person, how did you get over it? If you are this person, please help me to understand it and how you would

Retirement is fast approaching. Our Fidelity rep says that we have more than enough, in fact, we could retire now (60) if we wanted. My spouse says that we must prepare for the worst so we rarely spen...

reddit.com Jan 23 2023