Episode description

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?👇🏼
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