Widowed in Your 60s: The Qualifying Surviving Spouse Tax Status and the Social Security Choice Almost Everyone Gets to Make episode artwork

EPISODE · Jul 7, 2026 · 17 MIN

Widowed in Your 60s: The Qualifying Surviving Spouse Tax Status and the Social Security Choice Almost Everyone Gets to Make

from Inheritance Planning Made 123Easy · host Ian Schaeffer

The sixties are when the widow's penalty does most of its quiet work. A tax filing status with a two-year clock. A first April filing alone. And a Social Security decision with two checks on the table, where the order you claim them in can be worth tens of thousands of dollars. Part two of The Widow's Penalty.Read the full article: https://news.americanretirementadvisors.com/qualifying-surviving-spouse-tax-filing-status/American Retirement Advisors helps families in Arizona and Nevada navigate healthcare, retirement income, and inheritance planning. Want to reach out? Text us at (602) 281-3898, email [email protected], or visit https://americanretirementadvisors.com.

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Widowed in Your 60s: The Qualifying Surviving Spouse Tax Status and the Social Security Choice Almost Everyone Gets to Make

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