Surprises Making the most of surprises is a great reason to work with us. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Estimate Your RMD Help determine the required minimum distribution from an IRA or other qualified retirement plan. 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." The History of Currency Currency has been around for a long time. Here’s a quick history lesson.