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The typical imagery of happy, retired couples in their 50s and 60s enjoying vacations, playing with grandchildren, participating in hobbies and volunteering resonates with a large number of people. However, this vision is not the reality for a portion of the population that remains single in retirement, either having never married or those who are divorced or widowed.
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Although the SECURE ACT is often discussed as one of the largest retirement-focused legislative reform in decades, it included a number of implications for individuals who are divorced or facing a divorce when it became effective January 1, 2020.
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Parents want to give their children all the help they can, and if they have the wherewithal to improve their kids’ financial standing, they often do so. One great idea that we’ve used with many of our clients is gifting money to their children to fund a Roth IRA.
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If you’ve spent time thinking about your retirement budget, you may have tried to crunch the numbers to estimate the rate of return you’ll need to earn on your savings to get you through retirement.