Taxes — Compass Points — Estes Wealth Strategies

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Small but Mighty: Consider Making a 2023 Roth IRA Contribution (if you're eligible)

Retirement, Investing, Taxes, Personal FinanceEstes SusanFebruary 5, 2024Retirement Planning, Investing, Roth IRA

What's New for 2024: Social Security, Retirement Savings, Taxes, Deductions & Gifting

Financial Planning, Personal Finance, Retirement, TaxesEstes SusanJanuary 9, 2024Taxes, Social Security, Financial Planning, Personal Finance, Gifting, Retirement Planning

Lower My Lifetime Tax Liability? Yes, Please!

Financial Planning, Investing, Personal Finance, Retirement, Taxes, Estate PlanningEstes SusanMay 14, 2023Investing, Taxes, Personal Finance, Estate Planning, Retirement Planning

The Little IRA That Could: How a Small Contribution Today Could Have Big Potential Value Tomorrow

Financial Planning, Retirement, Personal Finance, Taxes, InvestingEstes SusanFebruary 2, 2023Retirement Planning, Investing, Personal Finance

Three Year-End Strategies That May Help Reduce Your Taxes

Financial Planning, Personal Finance, TaxesEstes SusanSeptember 27, 2022Taxes, Financial Planning, Personal Finance

Year-End Strategy #2: How Can Charitable Giving Help Reduce My Tax Bill?

Estate Planning, Financial Planning, Personal Finance, Retirement, TaxesEstes SusanOctober 5, 2021Personal Finance, Estate Planning, Financial Planning, Taxes