The Marsh TeamFeb 12, 20212 minTax OptimizationThink 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®, CPAJan 29, 20212 minTax OptimizationA New Twist on IRA Tax PlanningThe 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
Yvonne Marsh, CFP®, CPAJan 15, 20203 minRetirement PlanningThe Rules Just Changed for Your RetirementThe 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®, CPASep 12, 20192 minTax OptimizationThe Only Things in Life that Are CertainI’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...