Is your spouse protected from the “widow’s penalty?” The widow’s penalty is when one spouse passes away and the surviving spouse loses the deceased spouse’s Social Security benefits (but still collects survivor’s benefits or their own benefits and/or pensions). The surviving spouse may need to take more from retirement accounts – and may have to pay higher income taxes in the IRS’s eyes if this comes from a traditional retirement account. This Retirement Concept video will provided you with information on how to avoid the widow’s penalty.

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Insurance products and services are offered through Carson Graves, independent agent. Retirement Education Center, Carson Graves are not affiliated with or endorsed by the Social Security Administration or any government agency. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Carson Graves, and our editorial staff. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell Investment Advisory Services to any residents of any State other than the State(s) Carson Graves, is registered or where otherwise legally permitted. Carson Graves, Retirement Education Center do not render tax, legal, or accounting advice. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours….(read more)

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