A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.