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The Financial Impact of Becoming A Widow Thumbnail

The Financial Impact of Becoming A Widow

Estate Planning Retirement Funding Tax Planning Social Security

What happens to your financial situation when your spouse dies?  Today Julie Daley, Nikki Lude, and Neal Watson discuss how losing a spouse can impact your income, your savings, and your taxes.  We will also share some more updates for 2022 to help you better plan for your future. Here is what we will cover:

  • Where do you start when this happens?
  • The impact on your Social Security benefits and pensions
  • How to handle an IRA Account
  • Dealing withTaxable Accounts and understanding cost basis
  • How will your tax status change?
  • What can women do to reduce financial stress when their husbands die?

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