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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Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.