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Model tax implications for death of spouse

When a spouse dies the surviving spouse will get pushed into a higher tax bracket. Need to model success of plan when this happens.

4 votes

Tagged as Suggestion

Suggested 16 October 2023 by user Irene Lee

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  • 16 October 2023 Irene Lee suggested this task

  • 17 October 2023 Kyle Nolan approved this task

  • avatar
    Gregg Wyzykowski

    Hello. This task is my #1 priority for PL. It has so many implications on your plan. Tax bracket compression being one. Thanks

    18 February
  • avatar
    Fred E

    Agree this would be a good feature. Currently I have a death milestone that I just to end social security income and reduce living expenses, but I have no way to discontinue Medicare and IRMAA costs. These would end automatically if the person dies.

    04 April