Retirement Plan Detectives
A couple become Retirement Plan Detectives, searching records from old employers.
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Spoiler alert: interest on excess reserves, forward guidance, and asset buys will remain important.
Tax deferral versus tax-efficient vehicles like Roth 4019k)s, Roth IRAs and Life Insurance.