Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.