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Social Security, IRS have a hidden trigger that hits surviving spouses

THE STREET·May 19 ago·3 min read
Photograph via The Street
RSS SUMMARY · AGGREGATED FROM THE STREET

A retired couple collecting two Social Security checks, splitting household bills, and filing taxes jointly probably assumes that arrangement will hold for decades, and for many it does. But when one partner dies, the tax code reshuffles the survivor’s entire financial position in ways that few …

A retired couple collecting two Social Security checks, splitting household bills, and filing taxes jointly probably assumes that arrangement will hold for decades, and for many it does. But when one partner dies, the tax code reshuffles the survivor’s entire financial position in ways that few …

A retired couple collecting two Social Security checks, splitting household bills, and filing taxes jointly probably assumes that arrangement will hold for decades, and for many it does. But when one partner dies, the tax code reshuffles the survivor’s entire financial position in ways that few …

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