Episode 92: The Tax Surprise that Could Eat You Alive
Retire Simply Podcast
English - July 07, 2022 19:38 - 16 minutes - 22.3 MBBusiness Education financialplanning investing personal planning retirement wealthmanagement advisor annuities annuity finance Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Episode 91: Protect Your Legacy Roundup
Next Episode: Episode 93: The Hidden Tax Inside Your Retirement
What happens to your personal finances when your spouse passes away? You may be shocked by how this impacts your taxes. Scott and Angela explain the difference between the tax brackets for married people versus individuals.
Key takeaways:
• The tax bracket exchange, when someone dies… it sure can change
• Now you know, don’t let your problem grow!
• It a may be an uncomfortable conversation that could save a terrible situation.
*Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.