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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 »

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 »

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 »

Reclaiming Control Over Your Taxes

“Results! Why, man, I have gotten a lot of results. I know several thousand things that won’t work.” – Thomas A. Edison Our clients who filed with us this year already feel the peace-of-mind that you were able to claim every possible deduction which is  …read more »

The Starting Point For Tax Planning

The very first thing we would do with any client who wants to get ahead of their tax bill is to first figure out what their tax bill would actually be, if all things remain the same. While there are a lot of variables that  …read more »

When Our Tax Policy Affects Families

Every year, I sit down with families who made a particular financial move, and as a result, some unforeseen — and unintended — consequence kicked in. This could be an unexpected tax event, it may have been a broken relationship, or a business failure. (All  …read more »

The Millionaire Next Door

Maybe it’s true that having $1m+ isn’t as impressive as it used to be these days. But it’s still a measure that we continue to use as a marker of financial “arriving”. What’s further interesting is that even in the midst of ongoing economic gyrations,  …read more »

What Taxpayers Need To Know About The ACA

“Expect trouble as an inevitable part of life, and when it comes, hold your head high, look it squarely in the eye and say, ‘I will be bigger than you. You cannot defeat me.’” – Ann Landers First of all, this legislation has continued to  …read more »

Self-Protection Through Knowing How Long To Keep Tax Records

“Problems are only opportunities in work clothes.” – Henry J Kaiser First, retain a paper copy or receipt of any tax-relevant transaction. Scan these documents and archive them electronically, or acquire them in an electronic format. If the purchase has a manual or warranty, store all  …read more »

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