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7-3-26 The Widow's Penalty in Social Security
The loss of a spouse is one of life's most difficult transitions, and for many retirees, it can also result in a significant reduction in Social Security income. Richard Rosso & Jonathan McCarty explain the Social Security "Widow's Penalty," why survivor benefits often leave widows and widowers with less household income, and the planning strategies that can help protect your retirement. We discuss the importance of delaying Social Security when appropriate, planning for life as a surviving spouse, Roth conversions, IRA withdrawal strategies, qualified charitable distributions (QCDs), and…
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