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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

CHAPTER

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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