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Taxes and the "Widow’s Penalty"


Classes for Adults / Business & Technology -
Winter 2026- 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.

 February 2026 
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2837WA

  Kevin Gary Schwartz


1780 West 7th : 1204 Classroom
Monday, Feb 9
6:30 - 7:30 PM

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Min Age   16 yr.