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How to Prepare for the “Survivor’s Penalty” Before a Spouse Passes
Manage episode 390295576 series 2874421
Konten disediakan oleh Dave Lopez and ILG Financial. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Dave Lopez and ILG Financial atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
When thinking about retirement, it's easy for a lot of people to plan for the fun, the new, and the exciting. But it’s just as, if not even more, important to plan for the parts of the future that aren’t as fun to think about. For married couples, one of these things is planning what life, and finances, will look like after the death of a spouse. This is extremely important, because the structure of a retirement plan shifts in many ways when one spouse pre-deceases the other one, and the effects of these shifts can affect your entire retirement plan. On this episode of the Retire Your Way with ILG Financial Podcast, Chase Lopez talks about these issues and what you should consider when thinking about for your own retirement plan.
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