# Retirement Tax Traps: The Widow's Penalty

Page: https://stenobird.com/podcast/retirement-quick-tips-with-ashley-761861/retirement-tax-traps-the-widow-s-penalty
Text version: https://stenobird.com/podcast/retirement-quick-tips-with-ashley-761861/retirement-tax-traps-the-widow-s-penalty.md
Podcast: [Retirement Quick Tips with Ashley](https://stenobird.com/podcast/retirement-quick-tips-with-ashley-761861)
Published: 2026-04-10T08:15:00+00:00
Episode link: https://retirementtip.libsyn.com/retirement-tax-traps-the-widows-penalty
Audio file: https://traffic.libsyn.com/secure/retirementtip/Ep2572_-_Edited.mp3?dest-id=866828
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JSON: https://stenobird.com/v1/public/podcasts/retirement-quick-tips-with-ashley-761861/episodes/retirement-tax-traps-the-widow-s-penalty
Duration seconds: 258

## Resource

This week's theme on the Retirement Quick Tips podcast is The Hidden Tax Traps in Retirement Today, I'm talking about the widow's penalty, which is when a surviving spouse goes from Married Filing Jointly to Single.

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## Transcript

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