Taxes in Retirement
RETIREMENT STEALTH TAX: HOW TO AVOID THE ‘WIDOW’S PENALTY’ PART II
It’s one of the Stealth Taxes no one talks about, and it comes at an emotionally vulnerable time. I’m referring to the “widow’s penalty tax.” Last week we discussed the first three potential hits to the surviving spouse: Income is likely to decline. Second, the surviving spouse is pushed into a higher tax bracket. For more information. Thank you