Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Help your clients with these practical steps to make the most of their six-figure income.