The Widow's Penalty: What Every Survivor Needs to Know
Автор: Dan Cieniewicz, CFP®
Загружено: 2024-11-26
Просмотров: 176
Описание:
In this video, Danny Cieniewicz, CFP from Hyperion Financial, explores the financial challenges that surviving spouses face after the death of a partner. Known as the widow’s or widower’s penalty, these challenges include a loss of income, higher tax brackets, and increased Medicare premiums. Danny discusses how these issues arise when transitioning from a married filing jointly status to single, as well as how to strategize to minimize tax consequences. Watch as Danny breaks down these challenges with a case study and offers actionable strategies to help surviving spouses plan for a smoother financial future.
00:00 - Introduction
01:09 - The Two Negative Financial Consequences
01:47 - Income Loss
03:13 - Marginal Tax Brackets
05:20 - Tax Planning Sample
07:18 - Medicare Surcharge Changes
08:51 - State Tax
09:23 - What You Can Do to Take Action
www.hyperionfp.com
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