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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9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Choices for Your 401(k) at a Former Employer
Individuals have four basic choices with the 401(k) account they accrued at a previous employer.