Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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The examples of famous celebrities underline the need for a clear estate strategy.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."