Avoid the Tax Trap Most Couples Don't Want to Think About

When you lose a spouse, your tax picture changes drastically, and not for the better. There are a few things you can do now to ease that burden down the road.

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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.

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This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

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Nathan Tiarks, Accredited Investment Fiduciary
Owner, Tiarks Financial

Nathan Tiarks is an Accredited Investment Fiduciary and owner of Tiarks Financial (www.tiarksfinancial.com). Nathan has passed the Series 7 and Series 63 securities exams and holds health, life and annuity insurance licenses.