Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
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While you’re exploring the new opportunities the next phase in your life offers, these shocking facts add a healthy dose of reality to your retirement planning.
Heading into retirement with confidence is easier if your strategy includes steps to help minimize taxes. Even though your income is likely to decline, you still could be subject to high taxes if you’re not careful.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."