4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Assess whether you are running “in the black” or “in the red” each month.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.