Some retirees face a survivor's penalty on their taxes after a spouse dies. Here's how to reduce the burden, advisors say.
The loss of a spouse can lead to higher taxes due to changes in filing status, reduced deductions, and increased Medicare surcharges. Planning ahead can help mitigate the survivor's penalty and reduce ...
Social Security survivor benefits have different rules than spousal benefits, and both work differently from the retirement ...
The Indiana Public Retirement System (INPRS) has launched a secure public database that all Hoosiers can search to identify a ...
That’s why the Indiana Public Retirement System has launched a secure public database that all Hoosiers can search to ...
There was no benefit to delaying your application past your full retirement age. That means you’ve missed out on several months of survivor benefits you could have been receiving. You can get six ...
Q. I am 64 and recently widowed. I plan on working until age 70 before I apply for a Social Security benefit. I currently earn $150,000 per year. Are there any disadvantages in applying for a ...
Social Security increase 2026 is officially locked in — and the new payment numbers are bigger than expected. A 2.8% COLA ...
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Some retirees face a survivor penalty, here's how to avoid it
Losing a spouse can shatter a household emotionally and financially, and the tax code often makes the aftermath even harsher.
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