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Virginia Estate and Retirement Blog

Taxes in Retirement February 2024

Thanks to all who attended the Taxes in Retirement Workshop at the University of Richmond. To set an appt with Tom to review your taxes, estate plan, and investments click here: SET AN APPT The Slides to the Workshop are here:  SLIDES TIR Feb 2024

How SECURE 2.0 Act Changes Many Aspects of Retirement Planning

“The foundation of a good retirement is planning.” – Earl Nightingale In times like these, saving for retirement is hard enough. That’s why you want to make sure you plan it right — or at least as right as you can. (The future is always  …read more »

The Clock’s Ticking on the Tax Cuts & Jobs Act

“The bad news is, nothing lasts forever. The good news is, nothing lasts forever.” – J. Cole At this point, we’ve probably all heard about the Tax Cuts and Jobs Act of 2017 (TCJA), which made a lot of significant changes to tax laws. It  …read more »

When is the Best Time to Take Social Security? Expert Advice for Optimal Benefits

Deciding when to start taking Social Security benefits can have a significant impact on an individual’s retirement income. It is crucial for retirees to make informed decisions, as the timing of these benefits could ultimately make the difference between a comfortable retirement and a stressful  …read more »

Making Our Money Match Our Heart

“Don’t give up because things are hard, but work harder, when you think of giving up.” – Anthony Liccione Tax time can remind us of our choices over the course of the entire previous year. We see how easy it is to pull the trigger  …read more »

Real Talk About Career Planning

“You just can’t beat the person who never gives up.” – Babe Ruth So many mindlessly follow “influencer” advice, and start to pursue a careerdriven exclusively from their “passion”. They end up with broken dreams, bitterness towards the world and a deeper resistance to “starting”  …read more »

Tax Mistakes to Avoid During Retirement

New retirees often find it difficult to work out their finances to make ends meet. The rising cost of healthcare also makes it difficult to cover day-to-day expenses. While you can’t avoid paying taxes altogether, there are ways to minimize the amount of taxes you  …read more »

Focus On Retirement Assets As Predictable Income

Let’s talk about something of major importance as you begin to prepare for retirement: learning how to turn retirement assets into income. After spending years working to accumulate assets and focusing specifically on investment returns, retirees will need to shift their focus to turning assets  …read more »

Why You Should Pursue a Tax-Efficient Retirement Withdrawal Strategy

The impact of taxes on your personal retirement income is one issue that is often overlooked when thinking about retirement that should be seriously considered. Taxes play an important role in your retirement distribution planning because investment earnings from after-tax accounts and distributions from retirement  …read more »

Why Starting Social Security Early May Not Be a Good Idea

Are you approaching 60 and considering taking your Social Security benefit early? This sounds like a great idea! Taking your benefits early is one way to increase your income, and you would be eligible to start taking benefits at 62. However, there are a few  …read more »

In The News

Tom Marshall Interviewed by NBC TV Roanoke - “Our Blue Ridge”


Tom Marshall Interviewed by ABC News Washington, DC