The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Estimate how much income may be needed at retirement to maintain your standard of living.