Choose Your Own Retirement Adventure


















MOMENTUM FINANCIAL®
4500 Cascade Rd SE
Ste 200Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Determine if you are eligible to contribute to a traditional or Roth IRA.
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.