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Virginia Estate and Retirement Blog

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 »

To PLOP or Not to PLOP. That is the Question for Teachers and State Employees

One of the most common questions we receive from clients who are teachers or state employees revolves around the PLOP. The PLOP, or Partial Lump Sum Option, provides qualified Virginia Retirement System employees with the flexibility to take a portion of their benefit as a  …read more »

Thinking Clearly About Your Future

“Life can only be understood backwards, but it must be lived forward.” -Soren Kierkegaard Get a piece of paper and make a list of all the things you want to do during your lifetime–no matter how crazy or undoable some of those things might seem.  …read more »

How To Purchase Happiness

“A mind, like a home, is furnished by its owner, so if one’s life is cold and bare he can blame none but himself.” -Louis L’Amour It turns out that the conventional wisdom is wrong: it is possible to buy happiness — when you spend  …read more »

Living Out Your Retirement in Advance

“Life is like music; it must be composed by ear, feeling and instinct, not by rule.” -Samuel Butler People over 40 shouldn’t just plan for retirement, they should rehearse for it.  Because retirement can last 20 to 30 years, it’s more important than ever that  …read more »

4 Very Common IRA Mistakes

“Part of making good decisions is recognizing the poor decisions you’ve made and why they were poor.” -Warren Buffett Setting up an IRA for your retirement is almost always a good investment, but it’s not always a simple process. There are IRA alternatives (like a  …read more »

How To Gently Encourage Independence

“We believe in ordinary acts of bravery, in the courage that drives one person to stand up for another.” -Veronica Roth If you’ve got a recent college graduate living at home, searching for his or her first “real” job, you know how difficult the job  …read more »


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