Retirement Insights
Practical Financial Guidance. Written To Help You Make Better Decisions.
Explore retirement planning, investment strategies, tax insights, estate planning, and financial guidance from the advisors at Virginia Estate & Retirement Planning Advisors.
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Roth Conversion Strategies to Maximize Your Retirement Savings in 2026
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Official Article Archive
All remaining published titles link directly to the official VERPA blog.
- When Our Tax Policy Affects Families
Tax Advice · 2015-04-03
- Good Reasons To Give (Aside From Tax Deductions)
Tax Advice · 2015-04-02
- What Taxpayers Need To Know About The ACA
Tax Advice · 2014-12-15
- The Billionaire’s Way
Tax Advice · 2014-11-10
- Self-Protection Through Knowing How Long To Keep Tax Records
Tax Advice · 2014-02-18
Advisor Spotlight
Leadership. Vision. Purpose.
Thomas P. Marshall
Tom founded VERPA with a simple belief: an educated investor is our best client. His leadership is rooted in transparency, independence, and a lifelong commitment to helping families retire with confidence.
- ● President
- ● MBA
- ● MDiv
- ● Vanderbilt University
- ● Virginia Union University
- ● Virginia Military Institute
- ● Author of More Retirement Smarts: Plan Well and Retire Well
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