We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Gray Divorce: How to Avoid Triggering a Costly Tax Bill

Gray Divorce: How to Avoid Triggering a Costly Tax Bill

2025/3/7
logo of podcast Investing Insights

Investing Insights

Shownotes Transcript

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 

 

**Read about topics from this episode.  **

Gray Divorce: 10 Financial and Tax Issues You Must Know After 50)

Maybe You Shouldn’t Delay Taking Your Social Security Benefits After All)

Six Retirement Withdrawal Strategies That Stretch Savings)

6 Retirement Financial Myths to Avoid)

What You Need to Know About Capital Gains Distributions)

How to Choose a Financial Advisor)

 

**What to watch from Morningstar. Why the Bond Market Looks Brighter Than It Did in 2022)Where to Find Bargain Stocks in an Expensive MarketThese 4 Dividend ETFs Strike the Right Balance for Income Investors) **Vanguard Fee Cuts May Be Small, But They’re a Win For Investors)

 

Read what our team is writing:

Sheryl Rowling)

Ivanna Hampton)

 

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/)

X: https://x.com/MorningstarInc)

Instagram: https://www.instagram.com/morningstar)... 

LinkedIn: https://www.linkedin.com/company/5161/)