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Liz Weston: What is ‘the widow’s penalty,’ and how does it affect income, taxes?
Liz Weston: What is ‘the widow’s penalty,’ and how does it affect income, taxes?
Liz Weston: What is ‘the widow’s penalty,’ and how does it affect income, taxes?

Published on: 09/06/2026

This news was posted by Oregon Today News

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Liz Weston, personal finance columnist

Dear Liz: The letter writer who asked about Roth conversions should also consider that they or their spouse will eventually be a widow(er) and will be subject to the income tax “widow’s penalty.”

News Source : https://www.oregonlive.com/business/2026/09/liz-weston-what-is-the-widows-penalty-and-how-does-it-affect-income-taxes.html

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