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- Event Recording – Death and Taxes:What to do when the first spouse dies
- Event Recording: Calculating Your Retirement Tax Bill
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Michael Stevens

Firm: Capital Wealth

Location: In Person and Virtual

Financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

Niche / Specialty: retirees, pre-retirees

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The Retirement Tax Podcast is purely intended to be general and educational in nature, and should not be construed as specifically-tailored investment, financial planning, tax, legal, or other professional advice. Any data cited during a podcast episode is valid as of the date of recording, but please know that such data (e.g., tax rates, brackets, and other rules) are frequently subject to change. Any investment performance referenced is purely past performance, which is no guarantee of any future performance. Nothing contained in the Retirement Tax Podcast should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. All investment, tax, and financial planning strategies involve risk that you should be prepared to bear. Investment, financial planning, tax, legal, and other professional advice is specific to each individual and entity, and you are highly encouraged to consult with professionals of your choosing before taking any action based on the contents of any podcast episode. To the extent you connect with a Tax-wise Retirement Guide through the “Find My Tax-wise Retirement Guide” feature of this website, you should independently evaluate the experience, credentials, and specialization of such Tax-wise Retirement Guide as applied to your particular financial situation and needs. Tax-wise Retirement Guide are independent and unaffiliated with the Retirement Tax Podcast.

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About
Podcast
Events
- Event Recording – Death and Taxes:What to do when the first spouse dies
- Event Recording: Calculating Your Retirement Tax Bill
Contact

Find A Tax Guide →