Episode 13: The Spousal Tax Trap

Mar 26, 2021

When you lose a spouse, your tax picture drastically changes, and not for the better. While this can be an uncomfortable topic, it is important to address this.

Here are just a handful of the things that we'll discuss:

  1. The Filing Single tax bracket is the highest current tax rate.
  2. When a spouse passes away, they get moved to the Filing Single tax bracket
  3. Strategies used to lessen the burden of taxes now and later.



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