A 70-year-old couple with $1.8 million just received a stage 2 cancer diagnosis. Financial decisions they have 60 days to make
Quick reading Filing as single after the death of your spouse can raise your income tax bracket from 22% to 32% and potentially triple your Medicare Part B premiums. Couples should immediately audit beneficiary designations, update POA documents, and convert up to $150,000 to Roth while filing jointly while maintaining the lowest rates. Without an…