Retirement Income Planning for Couples: Download the Practical Guide

Household Retirement Income Planning for Couples

A step-by-step guide designed for married couples approaching retirement or already retired. This guide explains the unique challenges couples face when planning retirement income together — coordinating Social Security claiming decisions, accounting for different life expectancies, protecting survivor income, managing taxes, and balancing income needs with market risk — and provides a practical framework and checklist you can use to create a household retirement income plan.

What You'll Learn

• Step-by-step framework for building a household retirement income plan
• Clear guidance on coordinating Social Security and planning for survivor needs
• Tax-aware withdrawal sequencing and practical ways to reduce market risk
• A ready-to-use checklist to prepare for a planning conversation with your advisor