Timing Your Retirement
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Heading into retirement with confidence is easier if your strategy includes steps to help minimize taxes. Even though your income is likely to decline, you still could be subject to high taxes if you’re not careful.