Timing Your Retirement
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.