The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Use this handy calendar to remember the year’s most important financial dates.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.