Retirement Read Time: 3 min Choose Your Own Retirement Adventure Related Content Three Key Questions to Answer Before Taking Social Security When to start? Should I continue to work? How can I maximize my benefit? Counteracting Capital Gains with Tax-Loss Harvesting You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance. 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."