Balanced Wealth Strategies hero: The Survivor's Penalty — Roth conversions and single-filer brackets, Part Three.
Tax & Estate Planning

The Survivor’s Penalty: How Roth Conversions Protect a Surviving Spouse

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When a spouse dies, the survivor files as single and the brackets nearly halve. Part Three of a three-part series looks at how Roth conversions made while both spouses are alive can ease the survivor’s penalty.