Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
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International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
This checklist can give you a quick snapshot of how prepared you are.