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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Retirement Plan Pivot: Rising Digital Healthcare Costs

Retirement Plan Pivot: Rising Digital Healthcare Costs

Retirement Plan Pivot: Rising Digital Healthcare CostsJay Clifford
Published on: 06/24/2026

Dismantle the assumption that standard inflation hedging secures a retirement. Learn why wealth coordination must pivot for rising digital health fees.

Retirement Planning
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The Hidden Tax Hurdles of Long-Term Care (And How to Plan Ahead)

The Hidden Tax Hurdles of Long-Term Care (And How to Plan Ahead)

The Hidden Tax Hurdles of Long-Term Care (And How to Plan Ahead)Jay Clifford
Published on: 06/16/2026

Deducting retirement care costs under IRS medical rules is a high-risk strategy that rarely works out. Learn how uncoordinated long-term care distributions can trigger an artificial spike in your tax bracket—and how to plan ahead.

Retirement 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.