A Meal for All Generations





It’s an exciting time for American investors. Recent years have seen a boom in Americans investing in the stock market, with Goldman Sachs estimating U.S. households will spend $400 billion on equities in 2021, averaging an eyebrow-raising 44% allocation of their total assets to stocks. Between new technologies (like mobile trading apps) lowering the bar to entry and “meme stock” trends raising awareness, it’s no wonder so many people are waking up to the power and potential of investing.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The second iteration of the SECURE Act brings forward several changes to the world of retirement.