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The Money: Survivor Benefits, Accounts, and Insurance After Your Husband Dies (The Widow's Guide, Band 2) - Softcover

Buch 2 von 2: The Widow's Guide

Crowe, Edward

 
9798163704231: The Money: Survivor Benefits, Accounts, and Insurance After Your Husband Dies (The Widow's Guide, Band 2)

Inhaltsangabe

Some of the decisions you make this year are very hard to undo.

Survivor benefits, a pension that may or may not continue, accounts in his name, an insurance claim, and a tax return that will look different from every one before it. Several have a deadline, and some have a trap.

This book does not tell you what to claim. It tells you what exists, which questions to bring, and who can answer them, so that when you sit down with someone, you already know what to ask.

  • Survivor benefits: the choices, and why the first number you hear is for one starting date only
  • Pensions, retirement accounts, life insurance and bank accounts: what changes hands, and what waits
  • Health insurance and Medicare: the deadline that can bring a lifelong penalty if it is missed
  • The tax return for the year he died, and the home-sale rule with a two-year clock
  • The three decisions some widows wait a year on, and how to tell real deadlines from pressure
  • How to check an adviser before you trust one, with the regulators' own questions

Written in short chapters for someone who can read a little at a time. Every chapter opens with the question you are actually asking and gives the short answer first.

This is Book 2 of The Widow's Guide, eight short books for the first two years. It describes the United States and gives general information, not legal, financial, tax or medical advice.

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