020: Surviving Spouse Tax Trap

Share:

Listens: 0

Retirement Today

Business


On this week's podcast, Mike will discuss how the current tax code punishes surviving spouses and why that is the case.  He will also share some thoughts on what actions you can take to avoid this problem in your own lives. So sit back, relax, and listen to The Retirement Revolution. Your best is yet to come! So sit back, relax, and listen to The Retirement Revolution. CONNECT WITH MICHAEL D. REESE, CFP® Facebook // Instagram // LinkedIn // Pinterest // Twitter // Website // YouTube Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.  This show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Centennial Advisors, LLC is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Centennial Advisors, LLC.