Federal Benefits for Widows

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!

FEDLIFE
Listen on Spotify

Like and Subscribe on YouTube at YouTube.com/FedLife


“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 

Federal Benefits for Widows

Federal Benefits for Widows and Widowers