Episode Details

We all know that we need a plan for taxes in retirement... But what if there is a big tax bill waiting for surviving spouses? Yes, surviving spouses often have larger tax bills as a single tax filer compared to when they were filing jointly. This is what I call the Widow's Tax Trap.

• Do you have large IRA or 401k balances?
• Are you married?

Well, you will want to pay attention to this episode. I am sharing what the Widow's Tax Trap is and what you can do to avoid it. 

Want help with your retirement plan?👇🏼
☎️ Book a call with me: https://calendly.com/jacobduke/intro
✉️ Email me: jacob.duke@appliedcapital.com

Submit your question here: jacob@retirementanswers.net
YouTube: https://www.youtube.com/@retirementanswers

#retirement #howmuchtoretire #retirementplanning #rothira #rothconversion #investing #401k #socialsecurity