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After decades of filing taxes together, most couples assume their retirement plan will continue largely unchanged if one spouse passes away. But for many surviving spouses, the first surprise is a higher tax bill, even w...
What Happens to Your Taxes When a Spouse Dies (And How to Plan Ahead) is an episode from Stay Wealthy Retirement Show by Taylor Schulte, CFP®. After decades of filing taxes together, most couples assume their retirement plan will continue l...
This episode belongs to Stay Wealthy Retirement Show.
Use the player on this page to stream the episode online.
Published Jan 22, 2026, 17:01 long, audio available.
Apr 23, 2026 - 21:50
Apr 16, 2026 - 19:15
You can listen to What Happens to Your Taxes When a Spouse Dies (And How to Plan Ahead) online on Radio and Podcast. Open the player on this page to stream the available audio.
What Happens to Your Taxes When a Spouse Dies (And How to Plan Ahead) is an episode from Stay Wealthy Retirement Show by Taylor Schulte, CFP®.
This episode is 17:01 long.
This episode was published on Jan 22, 2026.
Apr 9, 2026 - 23:13
Apr 2, 2026 - 35:20
Mar 26, 2026 - 19:33