How to Minimize the Widow's Penalty

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In our May 24th, 2024, edition of Watching the Tape, Anthony Smith, CFA, CFP®, explains the widow's penalty and how to minimize it.

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Anthony Smith, CFA, CFP®
Financial Advisor, HFG Trust
Phone: (509) 735-7507
Email: [email protected]

HFG Trust: Not FDIC Insured. Not Bank Guaranteed. May Lose Value. This recording expresses the views of the author as of the date indicated and such views are subject to change without notice. HFG Trust has no duty or obligation to update the information contained herein. Further, HFG Trust makes no representation, and it should not be assumed that past investment performance is an indication of future results. Moreover, wherever there is potential profit there is the possibility of loss. This recording is being made available for educational purposes only and should not be used for any other purpose. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or solicit and securities or related financial instruments in any jurisdiction. Certain information contained herein concerning economic trends and performance is based on or derived from information provided by independent third-party sources. HFG Trust believes that the sources from which such information has been obtained are reliable; however, it cannot guarantee the accuracy of such information and has not independently verified the accuracy or completeness of such information or the assumptions on which such information is based. This recording, including the information contained herein, may not be copied, reproduced, republished, or posted in any form without the prior written consent of HFG Trust.