Have A Question About This Topic?
Related Content
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.