Gray Divorce: How to Avoid Triggering a Costly Tax Bill
Plus, tips on dividing financial assets, filing for Social Security, and whether to sell or keep the house.
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Show Notes
Sheryl Rowling, editorial director for financial advice at Morningstar Inc, discusses the financial and tax issues that could come up during and after a gray divorce.
Limiting the Financial Impact of a Gray Divorce
How to Budget After Divorce
What to Do if There’s a Budget Shortfall
Social Security Divorce Benefits
Gray Divorce Near Retirement
Will a New Tax-Filing Status Result in Higher Taxes?
How to Fairly Split Assets in Divorce
How to Avoid Tax Penalties When Dividing Retirement Accounts
Pros and Cons of Keeping the Family Home
Selling the House and Downsizing After Divorce
Why Hire Professionals to Help with a Gray Divorce
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