Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed 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."
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
When the market experiences volatility, it may be a good time to review these common terms.