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Taxes and the "Widow’s Penalty"


Classes for Adults / Business & Technology -
Fall 2025-Adult

The phrase “widow’s penalty” describes the circumstance when someone pays more in taxes after their spouse dies. It happens when a widow or widower making the same or slightly less income is required to pay more income taxes. The so-called penalty is surprisingly common and can also affect Social Security benefits and Medicare premiums. This workshop offers practical planning tools to help minimize or eliminate the penalty.

Kevin Gary Schwartz

Kevin Schwartz has been a wealth advisor at Thrivent Financial for nearly 20 years, achieving the most advanced designations in the industry. He graduated from the University of Minnesota Carlson School of Management with degrees in business and marketing.

 October 2025 
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  Kevin Gary Schwartz


J.J. Hill (Community Education Center) : 2208 CE Classroom
Monday, Oct 27
6:30 - 7:30 PM

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Min Age   16 yr.