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Episode 79, Mike Piper, CPA, author of After the Death of a Spouse, Next Financial Steps for Surviving Spouses, host Rick Ferri

Bogleheads On Investing Podcast

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Navigating Social Security and Tax After Loss

This chapter guides surviving spouses through the essential steps to manage Social Security benefits and tax obligations following the death of a partner. It emphasizes the importance of seeking professional assistance to navigate the intricacies of benefit claims and estate tax returns during this challenging time.

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