Wealth Management & Financial Planning

Wealth Management & Financial Planning

Navigating Combining Assets From A Second Marriage

Consider This Program with Joe Clark, CFP and Aaron Rheaume.
In this segment we will cover:

Combining your assets needs to be discussed before marriage. We see people who keep everything separate (usually they have kids from a previous relationship) and those that combine everything. Regardless of the assets, you will have a single tax return that you should not separate. What one person does will impact the other from a tax standpoint. (We have families that do separate taxes and then combine for the IRS, this shows the individual liability) Retirement assets at work will go to the current spouse. (Prenutuals don't work, but post-nuptials do) Debts, income, assets, houses, etc., all come into play.

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Disclaimer: Do not construe anything written in this post or this blog in its entirety as a recommendation, research, or an offer to buy or sell any securities. Everything in this post is meant for educational and entertainment purposes only. I or my affiliates may hold positions in securities mentioned in the blog. Please see our Disclosure page for the full disclaimer.

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