Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Have you considered the special tax treatment on company stock held in a 401(k) plan?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."