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

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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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It sounds simple, but paying yourself first can really pay off.

Do You Owe The AMT?

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.