Surviving Spouse Tax Planning: Avoid Post-Death Tax Bracket Jumps
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Surviving Spouse Tax Planning: Avoid Post-Death Tax Bracket Jumps
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About this listen
In Episode 7, Garrett Crawford, CFP®, and Adam Reed tackle a critical HNW retirement challenge: the tax shock a surviving spouse can face.
It's possible for a married couple's ~24% tax bracket can jump to 35% for a single survivor due to filing changes, growing RMDs & higher Medicare premiums. This creates an increased financial burden during an already difficult time.
Learn how proactive Roth conversions in your 60s or 70s could strategically lower lifetime tax burdens, protect a surviving spouse, and create a tax-efficient legacy. | Disclosure
Explore All Our Resources: https://www.retirementtaxmatters.com/links
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