An Inside Look at Retirement Living The slideshow presentation that you would like to view is too large for your current screen resolution. Click here to view to view the slideshow at full resolution. Launch Presentation » Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content 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." It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial professional about changes in your situation. Retiring the 4% Rule A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.