Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

 

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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Social Media: #NewestBusinessLiabilityRisk

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Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."