Events

Taxes and the Widow's Penalty

120 W. Jefferson St, STE 14, Morton, IL

Thrivent Office - Morton

The phrase “widow’s penalty” describes the circumstance when someone pays more in taxes after their spouse dies. It happens when a widow or widower making the same or slightly less income is required to pay more income taxes.

The so-called penalty is surprisingly common and can also affect Social Security benefits and Medicare premiums. This workshop offers practical planning tools to help minimize or eliminate the penalty.

Light pastries and coffee will be served.

No products will be sold. See thrivent.com/social for disclosures.

Taxes and the Widow's Penalty

120 W. Jefferson St, STE 14, Morton, IL

Thrivent Office - Morton

form

99634

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The phrase “widow’s penalty” describes the circumstance when someone pays more in taxes after their spouse dies. It happens when a widow or widower making the same or slightly less income is required to pay more income taxes.

The so-called penalty is surprisingly common and can also affect Social Security benefits and Medicare premiums. This workshop offers practical planning tools to help minimize or eliminate the penalty.

Light pastries and coffee will be served.

No products will be sold. See thrivent.com/social for disclosures.

No products will be sold.

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