Money·Sep 23, 2026
MarketWatch Outlines Ways Surviving Spouses Can Avoid a Bigger Tax Bill
A new report examines how losing a spouse can shrink household income while raising taxes, and what strategies can offset it.
A new MarketWatch report examines the so-called "widow tax," in which a surviving spouse can end up with less household income and a higher tax bill after their partner dies. The report outlines tax-saving strategies aimed at softening that financial impact.
The piece highlights how the shift in filing status after a spouse's death can push survivors into a less favorable tax bracket, compounding the loss of income, according to MarketWatch.
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