Retirement Tax Traps: The Widow's Penalty episode artwork

EPISODE · Apr 10, 2026 · 4 MIN

Retirement Tax Traps: The Widow's Penalty

from Retirement Quick Tips with Ashley

This week's theme on the Retirement Quick Tips podcast is The Hidden Tax Traps in Retirement Today, I'm talking about the widow's penalty, which is when a surviving spouse goes from Married Filing Jointly to Single.

Episode metadata supplied by the publisher feed · Published Apr 10, 2026

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Retirement Tax Traps: The Widow's Penalty

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