4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Red Flags for Tax Auditors Here are six flags that may make your tax return prime for an IRS audit. Traditional vs. Roth IRA One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans. Asset Allocation Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.