Latest / Stay Wealthy Retirement Podcast
What Happens to Your Taxes When a Spouse Dies (And How to Plan Ahead)
After decades of filing taxes together, most couples assume their retirement plan will continue largely unchanged if one spouse passes away.
But for many surviving spouses, the first surprise is a higher tax bill, even when income hasn't changed much.
In this episode, I explain how a feature of the tax code can increase taxes after the loss of a spouse.
Using a real-world example, I show why tax brackets shrink, why retirement income often doesn't, and how that mismatch can quietly drive taxes higher over time.
More importantly, I share a planning framework couples can use while both spouses…
The skinny
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