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TACSIS Team

TACSIS Team
•
5 Mins
Estate Tax Planning for Wealthy Families: Understanding the Federal Estate Tax and State Inheritance Taxes

Estate tax planning is an important aspect of financial planning for wealthy families, involving the organization of assets and arrangements for transferring wealth to heirs in a tax-efficient manner.

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TACSIS Team
•
10 mins
The Backdoor Roth IRA: A Strategy for High Earners to Save for Retirement

The backdoor Roth IRA is a strategy that allows high earners to save for retirement using a Roth IRA, even if they're not eligible to contribute directly. By contributing to a traditional IRA and then converting it to a Roth IRA, you can enjoy the tax-free growth and withdrawals of a Roth IRA.

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