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Yvonne Marsh, CFP®, CPA
Jun 29, 20232 min read
5 Ways to Pay for Long Term Care, Tax-Free
Guess where most of our retirement savings is? Yep, in IRA’s and 401k’s, where every dollar we withdraw is taxable to us. It’s like...
Yvonne Marsh, CFP®, CPA
Jun 14, 20232 min read
Trying to Save Taxes? 4 QCD Rules to Give You a Boost
You’re probably familiar with the Qualified Charitable Distribution (QCD) rules by now: where you can transfer funds out of an IRA to a...
Yvonne Marsh, CFP®, CPA
Apr 13, 20232 min read
Why Building Tax-Free Wealth Matters
There are so many ways that Congress dangles the carrot of tax deductions to motivate us toward a certain behavior. For example, to...
Yvonne Marsh, CFP®, CPA
Feb 22, 20232 min read
Don’t Let Uncle Sam Get More Than His Fair Share
Tax season is in full swing and I can hear the collective groan of US taxpayers as we calculate how much is owed by April 15th. It can be...
Yvonne Marsh, CFP®, CPA
Jan 20, 20232 min read
New Tax Planning Ideas with Secure Act 2.0
You’ve probably been reading about the retirement savings changes brought about by the passage of the Secure Act 2.0 in late December...
Yvonne Marsh, CFP®, CPA
Dec 21, 20224 min read
Rev Up Your Charitable Giving & Tax Savings with These Easy Tax Tips
This is the time of year when thoughts turn to helping others in need, whether with monetary donations, volunteer time, or charitable...
Yvonne Marsh, CFP®, CPA
Sep 28, 20224 min read
Making You Retirement Less Taxing
It’s easy to think that you’ll be paying less tax in retirement. After all, you’re not working full time anymore and, odds are, your...
The Marsh Team
Feb 12, 20212 min read
Think You Won’t Owe Estate Tax?
The current estate tax exemption amount is $11.7 million per spouse before a 40% estate tax kicks in. How many of us even have that many...
Yvonne Marsh, CFP®, CPA
Jan 29, 20212 min read
A New Twist on IRA Tax Planning
The SECURE Act created a new twist in tax planning when it took away the ability of most non-spouse beneficiaries to stretch their taxable i
The Marsh Team
Oct 26, 20203 min read
4 Benefits of Working with a Financial Advisor
Did you know that just 30% of all households in the United States have a long-term financial plan? Though this may seem a bit shocking at...
Yvonne Marsh, CFP®, CPA
Jan 22, 20202 min read
Funding a Roth IRA Through the Backdoor
Do you make too much money to contribute to a Roth IRA? Or wish you could add more than the $6,000 – $7,000 allowed each year? There’s a...
Yvonne Marsh, CFP®, CPA
Jan 15, 20203 min read
The Rules Just Changed for Your Retirement
The SECURE Act was signed into law in late December 2019 with little public fanfare. But it’s sending shock waves through the retirement...
Yvonne Marsh, CFP®, CPA
Sep 11, 20192 min read
The Only Things in Life that Are Certain
I’m sure you’ve heard the saying, “Nothing is certain in life except death and taxes.” It’s kind of true, actually. And my job is to make...
Yvonne Marsh, CFP®, CPA
Aug 6, 20192 min read
You Might Already Own Your LTC Answer
Long-term Care is an important part of your financial plan. Are you paying for a life insurance policy you don’t need anymore? Or perhaps...
The Marsh Team
Feb 13, 20182 min read
Q&A From Our Life Transitions e-Mailbag
In our continuing e-Mailbag series, here are some new real-life questions and answers to share with you: Question: Do I still have to pay...
Yvonne Marsh, CFP®, CPA
Jan 4, 20182 min read
Update your Tax Strategies
Updating financial and tax strategies is always a good idea, but with the implementation of the Tax Cuts and Jobs Act in 2018, it is...
The Marsh Team
Nov 10, 20162 min read
Rev Up Your Charitable Giving & Tax Savings with These Easy Tax Tips
This is the time of year when thoughts turn to helping others in need, whether with monetary donations, volunteer time, or charitable...
retirement
travelling in retirement
financial planning
Hammock Relaxing retirement
Family Lunch
retirement
travelling in retirement
financial planning
Hammock Relaxing retirement
Family Lunch
retirement
travelling in retirement
financial planning
Hammock Relaxing retirement
Family Lunch
retirement
travelling in retirement
financial planning
Hammock Relaxing retirement
Family Lunch
retirement
travelling in retirement
financial planning
Hammock Relaxing retirement
Family Lunch
retirement
travelling in retirement
financial planning
Hammock Relaxing retirement
Family Lunch
Resources from Your Financial Advisors Serving Knoxville and Beyond
Explore our resources for guidance from trusted financial advisors in Knoxville, TN. Choose a category to find information on your topic of interest, or scroll down to browse our latest articles covering retirement, tax strategies, investments, and more.
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