The year your spouse dies, your tax bill barely changes. The year after that, the IRS treats you like a single filer with the ...

From tax surprises to benefit reductions, these are the key Social Security changes that happen after a spouse dies, and how ...

Retirees may overestimate the tax hit after losing a spouse.

A widower in his early 70s inherits his late wife’s traditional IRA worth nearly $900,000. He already has steady pension ...

Quick Read Widow loses 50% standard deduction and enters 32% bracket at $105,701 vs. $211,401 joint, adding $16,500 annual ...

The ‘survivor’s penalty’ can hit retirees after a spouse dies. But the impact could be smaller than expected, experts say.

In many instances, spouses execute what is referred to as reciprocal wills. What this means is that each spouse designates the other as the entire beneficiary or the primary beneficiary of their ...

Congress changed the rules for when beneficiaries must take money from inherited IRAs, 401(k)s, and other retirement accounts ...

There are five basic arrangements for the payment of proceeds to the surviving spouse that will qualify for the marital deduction: (1) proceeds payable in a lump sum to the surviving spouse ...

The death of a spouse can be devastating, and in the aftermath, calls from collection agencies about medical bills and other debts could not come at a worse time. But surviving spouses may not be ...