This week on the FEDLIFE Podcast, Dan Sipe is joined by Ed Zurndorfer to explain the economic impact that can happen when a spouse passes away.
FEDLIFE Podcast, Ep. 80: Federal Benefits for Widow and Widowers, featuring Ed Zurndorfer
While widow or widower benefits is not a discussion many want to have, it’s a must conversation to have.
This week on the FEDLIFE Podcast, Dan Sipe is joined by Ed Zurndorfer to explain the economic impact that can happen when a spouse passes away. Ed highlights must-know tips and tricks to filing taxes as a widow or widower while deconstructing the options widows and widowers have when it comes to their Social Security benefits.
Dan & Ed discuss:
- The three tests for retirement
- The importance of being aware of your financial situation
- Must-know tax considerations for widows and widowers
- Strategies for claiming Social Security benefits as a surviving spouse
- What you should know about widow and widower tax penalties
- And more!
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“Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Lee, Sipe & Associates, Inc. is not a registered broker/dealer and is independent of Raymond James. Content represents the opinions of the speaker and not necessarily those of Raymond James. Important Disclosure Information: http://raymondjames.com/smicd.htm.
