Optimize Estate Planning for Tucson's Wealthy

Optimize Estate Planning for Tucson's Wealthy

Optimize Estate Planning for Tucson's WealthyDoug McClure
Published on: 06/28/2026

Discover tailored OBBBA strategies for seamless estate planning in Tucson's high-net-worth families.

Estate Planning
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The 2026 Roth Conversion Window: Why Tucson Retirees Need to Act Before RMDs Begin

The 2026 Roth Conversion Window: Why Tucson Retirees Need to Act Before RMDs Begin

The 2026 Roth Conversion Window: Why Tucson Retirees Need to Act Before RMDs BeginDoug McClure
Published on: 06/28/2026

Discover why 2026 is a critical window for Roth IRA conversions for Tucson retirees — and how to act before RMDs begin.

Retirement Planning
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The Illiquidity Illusion: Why Tucson Business Owners Struggle to Convert Company Value into Retirement Income

The Illiquidity Illusion: Why Tucson Business Owners Struggle to Convert Company Value into Retirement Income

The Illiquidity Illusion: Why Tucson Business Owners Struggle to Convert Company Value into Retirement IncomeDoug McClure
Published on: 06/23/2026

Discover why high enterprise value doesn't guarantee financial freedom. Learn how Southern Arizona business owners can structurally transition illiquid company assets into a secure, predictable retirement income stream while minimizing major transiti

Stewardship & StrategyBusiness planningBusiness Succession Planning
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Designing a Tax-Efficient Long-Term Care Strategy in Tucson

Designing a Tax-Efficient Long-Term Care Strategy in Tucson

Designing a Tax-Efficient Long-Term Care Strategy in TucsonDoug McClure
Published on: 06/11/2026

Learn how the 7.5% AGI threshold and standard deductions affect long-term care costs in Tucson. Discover tax-efficient alternatives under the Pension Protection Act.

Income Planning
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Global Investment Strategies provides educational planning concepts and works alongside your qualified legal, tax, and financial professionals. We serve the greater Tucson community, including Oro Valley, Catalina Foothills, Marana, and surrounding areas.| Copyright 2026. Global Investment Strategies. Tucson, Arizona. All Rights Reserved.