Daniel R. Peterson

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Your DNA Test

A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.

 

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Saving for Retirement

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This calculator can help you estimate how much you may need to save for retirement.

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Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Understanding the Alternate Valuation Date

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."