You could face the 'survivor's penalty' after a spouse dies — here's how to avoid it

Some retirees face a survivor's penalty on their taxes after a spouse dies. Here's how to prepare, advisors say.

Nov 7, 2024 - 09:00
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You could face the 'survivor's penalty' after a spouse dies — here's how to avoid it
Some retirees face a survivor's penalty on their taxes after a spouse dies. Here's how to prepare, advisors say.