Estate Planning — Compass Points — Estes Wealth Strategies

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Posts tagged Estate 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

Year-End Strategy #4: Should I “Gift” as an Estate Planning Strategy?

Financial Planning, Personal Finance, Estate PlanningEstes SusanDecember 7, 2021Personal Finance, Estate Planning, Financial Planning, Gifting

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

Year-End Strategy #1: Should I Consider Converting My Pre-Tax IRA to a Roth IRA?

Estate Planning, Personal Finance, Retirement, Financial PlanningEstes SusanSeptember 21, 2021Roth IRA, Retirement Planning, Financial Planning, Estate Planning, Personal Finance