Tax on Social Security Goes UP When Your Spouse Dies: Tax issues (& solutions) facing widow(er)s.

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  • čas přidán 20. 03. 2024
  • Losing a spouse can be difficult emotionally, but also financially. On top of the financial turmoil comes TAXES. In this show we discuss the specific tax problems that widow(er)s face when they lose a loved one. If you want to prepare for a potential tax situation or have recently lost a spouse, watch this show.
    Dolphin Financial Radio is a fun and informative podcast on retirement planning issues. This is not financial advice. Please seek professional guidance before implementing these ideas or strategies:
    www.dolphinfinancialgroup.com
    Investment advisory services offered through Dolphin Wealth Management Inc., a Registered Investment Advisor in the state of Florida. Insurance products and services are offered through Dolphin Insurance Inc., Dolphin Wealth Management Inc, and Dolphin Insurance Inc. are affiliated companies doing business as Dolphin Financial Group.
    For more information on this podcast:
    www.dolphinfinancialgroup.com...

Komentáře • 3

  • @keithmachado-pp6fv

    I am turning 64 in June and recently retired. My wife is 62 and still working part time. My plan was for her to start SS when she retires, likely somewhere between 64 and 67 and I defer until 70 to maximize the spousal benefit. Does that work or would she get the same if we both filed at full retirement age.