Understanding the "Widow's Penalty" and how it can affect taxes, Social Security, and Medicare

Finance Through The Fog by Jeff Morneault, CFP®, EA, RICP®

Episode notes

On this episode of Finance Through the Fog, Jeff discusses the “Widow’s Penalty,” a term used to describe changes in taxes, social security, and Medicare following the death of a spouse.

Disclaimer: The information provided in this podcast is for informational and educational purposes only and is not intended to constitute investment, financial, legal, or tax advice.

All opinions expressed are those of the host and guests and are subject to change without notice. Any references to investments, strategies, or securities are illustrative and do not constitute a recommendation or solicitation to buy or sell any investment product. The views and strategies described may not be suitable for all investors.

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Keywords
social securityretirementmedicaretaxes
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