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A Quiet Advocacy: Preparing Clients for a Change in Tax Filing Status

For most couples, retirement planning focuses on both spouses living to the same final day or the situation if one dies ‘today’. The reality is often in between: One spouse become single for a notable number of years. When she/he does, their income tax status changes – usually not for the better. In his September Journal of financial Planning column, Jonathan outlines planning strategies which can help mitigate this cruel ‘widow’s tax’.