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home › Life Events & Financial Decisions › Major Life Events › Moving in With a Partner › Retirement Planning With Your Partner

Retirement Planning With Your Partner

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Plan beneficiary designations carefully. Unmarried partners can name each other as beneficiaries on self-directed retirement plans such as individual retirement accounts (IRAs), annuities, and simplified employee pensions (SEPs).

Employer-sponsored savings plans, such as a pension, are another matter when it comes to beneficiaries. Some do not allow workers to name unmarried partners as beneficiaries, so legal advice to handle this situation (such as making benefits payable to a trust) may be needed.

Save as much as possible for retirement, especially if one partner in an unmarried couple stays home to raise a child. This will help compensate for the fact that he or she will not receive benefits from a deceased partner’s Social Security.

 
 
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