A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."