Understanding the Widow's Penalty
Автор: Eric Blake, CFP®
Загружено: 2025-07-26
Просмотров: 233
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If you're a woman in or nearing retirement, you need to be aware of the widow's penalty, which can significantly impact your income, taxes, and retirement confidence. This video explains how losing a spouse can drop household income by 25-50% and how the change from married filing jointly to single can increase your tax rate. It also discusses potential Medicare surcharges and higher taxes on required retirement account distributions. Learn strategies to mitigate these effects, such as delaying Social Security benefits, doing Roth conversions, or using life insurance. Discover more retirement education and insights for women over 55, and make sure to subscribe for future content.
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