Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.