A Blog by louis sarris
Within The Financial World
A Little About Me
I have enjoyed a 45 + year career in the financial services industry that dates back to the 1970s. My principal area of business expertise includes; estate tax mitigation consulting for high income and high net worth (HNW) clients which also includes a background in pension plans and nonqualified deferred compensation programs. Additionally, I consults in assisting clients that wish to utilize intelligent leverage in the area of significant tax free lifetime distributions at retirement.
About My Blog
In my blog Within The Financial World I cover my thoughts on various financial content that could be beneficial and meaningful for you! Below are categories of specific topics in my blog that showcase article descriptions, news thoughts, and other ideas within those categories. I hope you find my blog to be useful and informational, thank you!
Tax Deductions
Tax Effiency
Estate Tax Mitigation
Income tax News
Reducing Estate Taxes
IRA Conversion
IRA to Roth
Retirement Planning
Recent Blog Posts
Home Prices Extend Records, Rising For A Ninth Straight Month
This is an ongoing struggle for younger home buyers that have to deal with high interest rates and...
Wealth Taxes Expected To Remain A Hot Topic In 2024
Everyone is watching the clock that continues to take towards the end of 2025 when major tax...
Yellen Declares Economy Has Achieved Soft Landing
Hopefully Janet Yellen is correct with the information she is touting… only time will...
The Inflation Slide Looks Set To Continue
This is long overdue, good news if it continues. It has been quite a struggle with significant...
Parents Are Risking Their Retirements To Support Adult Children
This is truly a very sad state of affairs when the parents have adult children & are...
Inflation Report To Show Fed’s Battle Is Now All But Complete
The Feds aggressive position in increasing interest rates, apparently is going to subside and...