Avoid the Tax Trap Most Couples Don't Want to Think About
by Nathan Tiarks, Accredited Investment Fiduciary, Owner, Tiarks, Becker & Hackett
Dec 18, 2019
3 minutes
When we meet married couples, they typically have a "We're in this together" attitude about financing their retirement.
And that's good. It's a big plus when spouses are on the same page with their planning.
But, of course, they won't be in it together forever. Which means at some point we have to discuss the uncomfortable truth that someday -- hopefully far down the road -- one of them will be widowed. One spouse will be on his or her own most likely for at least a few years. And what happens to that person financially is something
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