Retirement Planning for Couples: Joint or Individual Approaches
Due
MARCH 6, 2023
IRAs can be opened at brokerages such as Charles Schwab or Fidelity. With that in mind, putting some of your retirement funds into a taxable brokerage account that you can access at any time might make sense if you or your partner plan to retire earlier than 59 ½. For married couples filing jointly, it’s $218,000 and $228,000.
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