The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Taking regular, periodic withdrawals during retirement can be quite problematic.