Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.

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Where Will Your Retirement Money Come From?

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The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Understanding the Alternate Valuation Date

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