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Tax Planning, Social Security, and Retirement Planning: A Primer for the Savvy Widow

For widows (and widowers, for that matter) wrestling with the decision on when to retire, it’s a good idea to think strategically and weigh a variety op options before taking the plunge. For example, understanding the benefits of working longer than originally planned can be eye-opening, as can the benefits of delaying Social security benefits as long as possible.  Attorney Barbara Weltman, in a post on, explains several key tax advantages that can be factored in to the financial planning steps of widows (and widowers) as they look ahead to the age 66 (or 67)-70 period of their lives. Read her post here…


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