Timing Your Retirement
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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The Dow Jones Industrial Average, Nasdaq, and S&P 500 have all hit record highs in recent weeks.
Using whole life to transfer wealth when it comes to paying estate taxes
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."