Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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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."
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.