Gray Divorce: How to Avoid Triggering a Costly Tax Bill

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 Market  These 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/