Avoid The Widow's Tax Trap
Автор: Best Path Advisors
Загружено: 2025-01-27
Просмотров: 2240
Описание:
Have you ever heard of a “widow’s tax?” This is the tax increase that occurs when a surviving spouse shifts from filing jointly to filing as a single taxpayer after their partner’s passing.
In this video, Liz breaks down how this tax change can create a financial burden for surviving spouses and explains the importance of forward-looking tax planning. Learn how proactive strategies can help you minimize the impact and retain more of your hard-earned money.
Don’t miss this essential tax insight with Liz!
Here’s some of what we discuss in today’s show:
0:00 – Intro
2:47 – The impact of filing as a single filer
4:11 – Forward-looking tax planning
#widowstax #taxplanning #taxstrategy #widow #retirementtips
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