Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
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Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."