Investment Read Time: 3 min Key Money Moments: 4 Times You Should Talk to a Pro Want to be Smarter With Your Money? Join our mailing list and get news and info to support your financial goals. First Name Last Name Email Address Thank you! Oops! Related Content What Is My Life Expectancy? Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children. 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." Social Security Benefits: How Much Will I Receive Calculating your potential Social Security benefit is a three-step process.