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Tax planning (at its finest)

Tax Planning for Widowhood (or Widowerhood)


"Your marginal tax rate (and, in many cases, how you expect your marginal tax rate to change over time) is a critical factor in tax planning decisions.

One thing that married couples often fail to consider in their planning is that, in the majority of cases, after one spouse dies, the widow/widower’s marginal tax rate will be greater than the marginal tax rate that the couple faced in the years immediately prior to the first spouse’s death......."
http://www.obliviousinvestor.com/

good stuff but most investors don't make a PLAN for next year...tb
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