Episode 46: Taxes and Spouses


It takes planning when it comes to taxes. When your life changes, it can take even more planning. No one who is married wants to think about losing a spouse, but when your life situation changes, taxes need adjusting.

Three takeaways:

  • Life Changes
  • MFJ vs SF
  • Tax Rate Changing
dfw advice

Schedule A Complimentary Consultation

If you would like to learn more about Compass Retirement or would like to schedule a complimentary consultation with Scott and Angela,
please fill out the form below today!

Fill out my online form.

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.