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What to do first when you lose a spouse

Losing A Spouse

Consider This Program with Joe Clark, CFP, and Aaron Rheaume.
In this segment we will cover:

Losing A Spouse

Life comes quickly, and the IRS has no sympathy.

Unless you have a minor child, this will be the last year to file a joint tax return regardless of what time of year that you lost your spouse. Margin compression (expansion of your marginal tax rate), standard deduction amounts, RMD's, and Social Security are all issues of things to consider on top of the emotional strain

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Joseph Clark, CFP®

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