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Reply to "Value of pension in net worth calculation"
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[quote=Anonymous]My favorite site for valuing your pension: https://andrewmarshallfinancial.com/what-is-a-pension-worth/ My sole reason for calculating net worth is for estate taxes as I live in DC, for which the estate tax threshold is much lower than the Federal one. I don't include my pension in my net worth. However, I will be assigning my survivor rights to a child rather than a spouse. At death, the value of this benefit will have to be calculated as it will become part of my estate subject to taxes. So, as far as the tax authorities are concerned, this kind of survivor benefit is indeed part of your net worth. [/quote]
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