Surviving Spouse Financial Resources
Resources for those who have lost a spouse:
Checklist: "What issues should I consider if my spouse passed away?"
Flowchart: "Am I eligible for Social Security as a Surviving Spouse?"
Flowchart: "Should I inherit my deceased spouse's Traditional IRA?"
Flowchart: "Will I receive a step-up in basis for this appreciated property I inherited?"
Flowchart: "Can I delay the RMD from the Traditional IRA I inherited?"
Checklist: "What issues should I consider before closing the estate?"
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