A new marriage can rewrite more of your retirement plan than you might expect. Annetta Carter examines how marrying or remarrying later in life can affect beneficiaries, estate plans, pensions, Social Security, and decisions surrounding family finances. She also discusses financial considerations around age 70, including required minimum distributions, qualified charitable distributions, Roth conversions, taxes, and Medicare IRMAA surcharges.

Ready to connect with Annetta and begin building your retirement plan? Visit Magnolia to get started today!

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A new marriage can rewrite more of your retirement plan than you might expect. Annetta Carter examines how marrying or remarrying later in life can affect beneficiaries, estate plans, pensions, Social Security, and decisions surrounding family finances. She also discusses financial considerations around age 70, including required minimum distributions, qualified charitable distributions, Roth conversions, taxes, and Medicare IRMAA surcharges.
Ready to connect with Annetta and begin building your retirement plan? Visit <a href="https://magnoliafinancialstrategies.com/contact-us/">Magnolia</a> to get started today!
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Annetta Carter of Magnolia Financial Strategies shares her unique insights on the topics, trends, questions, and concerns facing retirees. With decades of experience, Annetta has a passion for helping people get to and through retirement.