Financial planning resources · Tucson, Arizona
Global Investment Strategies® Blog
The Bucket Strategy for Retirement
Quick Answer: The bucket strategy splits your retirement savings into three groups based…
Are Long-Term Care Expenses Tax Deductible? A Guide for Tucson Families
Quick Answer: Long-term care expenses are tax deductible only under narrow conditions. You…
Charitable Gift Annuity Rates and What They Actually Pay
Quick Answer: Charitable gift annuity rates come from a schedule published by the…
What a Section 1042 Rollover Does for an ESOP Seller
Quick Answer: A Section 1042 rollover lets an owner who sells C corporation…
Bunching Charitable Donations in 2026
Quick Answer: Bunching charitable donations means combining several years of giving into one…
What Happens to My IRA When I Die
Quick Answer: Your IRA does not pass under your will. It goes to…
Will vs Trust in Arizona and What Neither One Controls
Quick Answer: A will directs assets through Arizona probate court. A trust holds…
What Funding a Trust Actually Requires in Arizona
Quick Answer: Funding a trust means changing the legal owner of your assets…
Annuity Surrender Charges Explained
Quick Answer: An annuity surrender charge is a fee the insurance company takes…