14 minutes | May 26, 2021

185 How you should structure your investments in a marriage

Is your current investment strategy designed to make your retirement as tax efficient as possible? Understanding how tax works when you’re retired is only ONE of the factors to consider when structuring your investments in a marriage. Because we have NO idea what will happen when we’re 90 – what money we will need, what the tax rates will be, which one of us will be alive, structuring your money for flexibility is the most important thing. In today’s episode I explain the reasons you should think carefully about who owns which investment in a marriage. Please do share this episode with your married friends, and their husbands, as they may be young enough to change their investment strategy so their retirement is a lot more tax efficient.  
Play Next