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Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

 

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Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.

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Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Understanding the Alternate Valuation Date

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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."