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Widow's Tax Penalty Debunked by New Research in Journal of Financial Planning (December 2023)
Автор: Andrew Marshall Financial, LLC
Загружено: 2024-01-20
Просмотров: 434
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Many stories exist in the press, on the internet, and on YouTube about the threat of higher taxes to be paid by the widow or surviving spouse. New research published in December 2023 in the Journal of Financial Planning debunks this idea.
AGI minus taxes and Medicare subtractions in the chart shows an insignificant drop in disposable income. Therefore, Roth conversions and other tax planning as recommended by most financial advisors is not necessary.
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