The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.