How Widowhood Can Change Your Retirement Tax Picture (Ep. 201)

Losing a spouse is one of life’s most difficult experiences, emotionally and financially. Many retirees are surprised to learn that widowhood can also create significant tax and retirement-planning challenges that may affect income, Medicare premiums, estate plans, and long-term financial security. In this episode, Larry Heller, CFP®, CDFA®, explains why the loss of a spouse can create unexpected…