Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

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

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.

When to start? Should I continue to work? How can I maximize my benefit?

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Estimate your monthly and annual income from various IRA types.

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

When should you take your Social Security benefit?

There are thousands of ETFs available. Should you invest in them?

This video explores what to do with retirement accounts when you move on from your job.