Phil's Tax Hacks
Phil's Tax Hacks
Phil Putney
Ep 145: A Tough Conversation – Retirement and Divorce
20 minutes Posted Aug 4, 2022 at 9:00 am.
Why is working with a financial advisor essential during a divorce?
You don’t want to ignore tax implications of breaking up retirement accounts.
Rolling a spouse’s retirement account into a new IRA immediately after divorce.
How divorce can impact Social Security payments.
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20:26
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Show notes
We’re going to have a tough conversation about retirement and divorce on today’s episode. How does this difficult decision impact your retirement financially?
 
Join us on today’s episode as we break down these major topics:
Why is working with a financial advisor essential during a divorce? (
6:10)
You don’t want to ignore tax implications of breaking up retirement accounts. (
7:04)
Rolling a spouse’s retirement account into a new IRA immediately after divorce. (
9:33)
How divorce can impact Social Security payments. (
15:56)
 
Watch the video podcast: https://www.youtube.com/channel/UCGS8K5-iPEy6b7fu4pLNLtA
 
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