Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Regardless of how you approach retirement, there are some things about it that might surprise you.