Gray Divorce: How to Avoid Triggering a Costly Tax Bill


Episode Artwork
1.0x
0% played 00:00 00:00
Mar 07 2025 16 mins   162

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/