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Taxes and the Widow's Penalty


Enrichment - Adult / Money Management -
Adult Fall 2024

While you may want to avoid one, there’s certainly no avoiding the other. Death and taxes. That’s what we’re here to talk about today. Your taxes could go up when a spouse dies—even if your income goes down. This so-called “widow’s penalty” is surprisingly common. And, unfortunately, the penalty affects more than taxes. Learn what the widow’s penalty is and how to plan to minimize or eliminate it. Discover what other retirement resources are affected when you spouse dies.

Jaeson Morrison

Jaeson Morrison is a holistic financial advisor and places the focus on your needs and wants. He holds three degrees: Master, Bachelor, and Associate, is a widowed father of six and a military veteran.

 December 2024 
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AJMWP-F1

  Jaeson Morrison


Rosemount Middle School : Rm 01
Wednesday, Dec 4
6:30 - 7:45 PM

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Min Age   18 yr.

Price: $ 15 00