Retirement planning looks very different when you’re single. Whether you’re divorced, widowed, or intentionally single, the financial decisions you face in retirement aren’t the same as they are for married couples.
In this video, I’ll discuss the unique retirement planning challenges facing single retirees, including Social Security claiming strategies, Roth conversions, tax brackets, Medicare IRMAA surcharges, estate planning, long-term care, investment strategy, housing decisions, and why retirement spending may look different when you’re planning for one instead of two.
Topics Covered:
• How retirement planning changes when you’re single
• Social Security strategies for single retirees
• Roth conversions and tax planning
• Medicare IRMAA and RMD planning
• Estate planning essentials
• Housing and Continuing Care Retirement Communities (CCRCs)
• Long-term care considerations
• Retirement spending for single retirees
• Advantages of retiring single
Whether you’re already retired or preparing for retirement, understanding these differences can help you better prepare as you plan for and execute a successful retirement.
-Kevin
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This is for general education purposes only and should not be considered as tax, legal, or investment advice.
