Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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How does your ideal retirement differ from reality, and what can we do to better align the two?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.