Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Have A Question About This Topic?
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Here's one strategy that combines two different annuities to generate income and rebuild principal.