Voted "Best of Richmond" by the Readers of the Richmond Times-Dispatch
Multiple Virginia Locations
VERPA Blog
Practical guidance on retirement, taxes, investments, and estate planning — every article our advisors have published, now in one place.
Latest Article
A Roth conversion is the process of moving money from a traditional IRA or other pretax retirement account into a Roth IRA, where you pay taxes now in exchange for tax-free withdrawals in retirement.…
Read ArticleThe Archive
Browse this topic — newest first.
A Roth conversion is the process of moving money from a traditional IRA or other pretax retirement account into a Roth IRA, where you pay taxes now in exchange for tax-free withdrawals in retirement.…
Read ArticleThe recently signed One Big Beautiful Bill Act brings several changes that will affect older adults. Some could save seniors money; others add new rules to keep in mind. Below is an overview of key…
Read ArticleWhat’s inside the new tax law? Permanent changes The following provisions were all part of the original TCJA and will become a permanent part of the tax code. The 7 tax brackets as defined by the…
Read Article“The foundation of a good retirement is planning.” – Earl Nightingale In times like these, saving for retirement is hard enough. That’s why you want to make sure you plan it right — or at least as…
Read Article“The bad news is, nothing lasts forever. The good news is, nothing lasts forever.” – J. Cole At this point, we’ve probably all heard about the Tax Cuts and Jobs Act of 2017 (TCJA), which made a lot…
Read ArticleNew 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…
Read ArticleThe 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…
Read Article“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…
Read ArticleThe 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…
Read ArticleEvery 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…
Read ArticleWhen we advise about or help set up tax-saving mechanisms for clients to deliver their philanthropy and giving (outside of normal tax deductions), there’s plenty of discussion about the benefits of…
Read Article“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…
Read Article“Character isn’t something you were born with and can’t change, like your fingerprints. It’s something you weren’t born with and must take responsibility for forming.” – Jim Rohn J. Paul Getty became…
Read Article“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…
Read ArticleStart The Conversation
Whether you're planning for retirement, managing investments, or looking for a second opinion, our team is here to help.
Virginia Estate and Retirement Planning Advisors uses cookies for analytics to improve this site. See our cookie policy.
