Retirement Redefined
Around the country, attitudes about retirement are shifting.
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.