Optimizing Early Retirement for Couples on Different Timelines
"Should I get a divorce for tax purposes?"
"I'm going to retire early, but my husband isn't. How do we approach our separate finances in early retirement?" asks a listener who's still interested in taking advantage of financial independence tax loopholes.
Reminder: We are not certified financial professionals, and this is not financial advice—please work with a CFP and CPA.
Rich Girl Roundup is Money with Katie's weekly segment where Katie and her Executive Producer Henah answer your burning money questions. Each month, we'll put out a call for questions on her Instagram (@moneywithkatie). New episodes every week.
Transcript, show resources, production credits, and more can be found at: https://moneywithkatie.com/different-fi-timelines.
Money with Katie’s mission is to be the intersection where the economic, cultural, and political meet the tactical, practical, personal finance education everyone needs.
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