Trenae Nuri

speaker

535 appearances 16 recordings 1 series first heard Nov 2021 last heard May 2022

Trenae Nuri’s voice in public audio — every appearance, attributed to the second.

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WSJ Your Money Briefing · How to Navigate Finances After a Spouse Dies · 16 Nov 2021 podcast

Coming up, we'll talk with our tax reporter, Laura Saunders, about navigating your finances if your spouse dies. matched

That's after the break. matched

Hi, Laura. matched

Thanks for being here. matched

Well, thanks so much for having me. matched

Laura, big financial decisions are rarely easy, but it's got to be much harder when you have to make them after losing a spouse. matched

So what's the first thing someone should do when it comes to the couple's finances? matched

And a death in the family can mean a lot of assets are changing hands. matched

And that could mean tax implications. matched

You mentioned estate taxes earlier. matched

What do people need to know about how to handle estate taxes after losing a spouse? matched

And speaking of taxes, a lot of couples file taxes jointly. matched

How does the death of a spouse need to be addressed? matched

And do financial planners have any suggestions on how to account for various assets in this situation? matched

What should the surviving spouse do about tax withholdings? matched

And finally, Laura, what about retirement accounts that a spouse might leave behind? matched

All right. matched

That's Wall Street Journal tax reporter Laura Saunders. matched

Laura, thanks for being here. matched

Well, thanks so much for having me. matched

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