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The Widow's Tax Trap: What Is It & How To Avoid It

The Widow's Tax Trap: What Is It & How To Avoid It

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There is a tax trap waiting on retired couples, but most don't know about it until it's too late. In this episode, I share what the Widow's Tax Trap is and how you can avoid this big retirement risk.

👉 Book a call with me: https://www.rivertreewealth.com/get-started

✅ If you want the Important Numbers 2025 PDF, send me an email!

Submit your question to have it answered on the podcast: https://www.rivertreewealth.com/questions

Email: jacob@rivertreewealth.com
Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke

Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.

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