The Widow's Penalty and How to Plan For It [Episode 22]

While losing a spouse is hard enough on its own, it can be made even harder by the widow's penalty, which is a significant increase in taxes that widows may be forced to pay. In this episode of Joe Knows Retirement, Joe shares why the widow's penalty is such a personal issue for him and gives tips on how you can best plan for it so you can minimize its effects. Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/  🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "I Hate Taxes": https://keap.page/bsd964/toolkit-youtube.html 🟥 Read our latest article featured in Kiplinger:  https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement 📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/