5 Ways to Pay for Long Term Care, Tax-Free

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...

Trying to Save Taxes? 4 QCD Rules to Give You a Boost

Yvonne Marsh, CFP®, CPA

Jun 14, 20232 min read

Financial Planning

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

Financial Planning

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...

Don’t Let Uncle Sam Get More Than His Fair Share

Yvonne Marsh, CFP®, CPA

Feb 22, 20232 min read

Tax Optimization

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...

New Tax Planning Ideas with Secure Act 2.0

Yvonne Marsh, CFP®, CPA

Jan 20, 20232 min read

Tax Optimization

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...

Rev Up Your Charitable Giving & Tax Savings with These Easy Tax Tips

Yvonne Marsh, CFP®, CPA

Dec 21, 20224 min read

Tax Optimization

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

Financial Planning

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

Tax Optimization

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

Tax Optimization

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

4 Benefits of Working with a Financial Advisor

The Marsh Team

Oct 26, 20203 min read

Financial Planning

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

Retirement Planning

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...

The Rules Just Changed for Your Retirement

Yvonne Marsh, CFP®, CPA

Jan 15, 20203 min read

Retirement Planning

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...

The Only Things in Life that Are Certain

Yvonne Marsh, CFP®, CPA

Sep 11, 20192 min read

Tax Optimization

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

Healthcare Planning

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

Retirement Planning

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

High Net Worth

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

High Net Worth

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...

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Resources from Your Financial Advisors Serving Knoxville and Beyond

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