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The Widow's Penalty and How to Plan For It [Episode 22]
Joe Knows Retirement · Joe Schmitz Jr.
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Show Notes
While losing a spouse is hard enough on its own, it can be made even harder by the widow's penalty, which is a significant increase in taxes that widows may be forced to pay. In this episode of Joe Knows Retirement, Joe shares why the widow's penalty is such a personal issue for him and gives tips on how you can best plan for it so you can minimize its effects.
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