DSUE, Social Security, Trusts, and Pensions: Q&A #2229

The Retirement and IRA Show - A podcast by Jim Saulnier, CFP® & Chris Stein, CFP®

Categories:

Business

Jim and Chris sit down to discuss the recent IRS Revenue Procedure 2022-32 and what you need to know if you plan to file for the estate tax exemption of a deceased spouse. They explain how this new ruling may enable more surviving spouses to shield their future estate from potential future estate taxes. Afterwards, […]