This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The Sequence of Returns
A look at how variable rates of return impact investors over time.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.