Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
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The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."