Resources
for life's most challenging transitions
No One Warned Her About the Widow Penalty. Her First Tax Return Did
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Her husband had been gone less than a year when she sat down with her accountant for the first time as a single filer. She still lived in the same house in Santa Barbara County, had the same savings, and her income hadn't gone up. What changed was her filing status — and that one shift cost her t...
Here's What Happens to Your Retirement Accounts After You Die
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Retirement accounts like 401(k)s and IRAs often represent the single largest category of wealth for American families. According to recent data, retirement funds in these accounts alone total roughly $21 trillion, and for many households, they compose over 34% of average household assets, even excee...
