Don't File Alone: TCE Support

Stop trying to be your own tax expert during a crisis.

If you are overwhelmed by the paperwork of survivor benefits, there is a 'Safe' and free resource designed specifically for you: Tax Counseling for the Elderly (TCE).

Here is why this is a 'Sound' move:

  • Certified Expertise: TCE volunteers are IRS-certified in retirement-related issues.
  • Reduced Anxiety: They provide a human interface for a cold, technical process.
  • Specialized Focus: They understand the nuances of the Qualifying Surviving Spouse status.

Watch the full podcast episode for more details: https://youtu.be/pU07ry-tg2A


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DISCLAIMER: This content is for educational purposes only and should not be considered personalized financial advice. Always consult with a qualified financial professional before making financial decisions.