Investment Strategies for Retirement 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 Question Thank you! Oops! Related Content When Should You Take Social Security Monthly Social Security payments differ substantially depending on when you start receiving benefits. Choosing a Retirement Plan that Fits Your Business To choose a plan, it’s important to ask yourself four key questions. 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."