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Wayne Marsh
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Powell: Must-have tools and tips for year-end retirement planning

If you haven’t done so already, now — as in before year-end — would be a good time to review your financial plan and take advantage of any last-minute retirement-planning tools and techniques.
So, what are some of those tools and techniques?
Think taxes now and later
Read more on my Blog: http://bit.ly/2yfNXUi
Shared from: usatoday.com

Wayne Marsh years of advocating for his Clients in Estate Planning, Medicare & Medicaid and Trust Planning & Asset Protection cases. Based in Sun City AZ, he is familiar with the courts throughout all of Arizona. Wayne has the necessary skills and legal knowledge to help you resolve your legal problem.
If you have any questions feel free to give me a call at 623-688-5128 or check out my website here: http://phxazlawyer.com to learn more about the services I provide. 

#ArizonaAttorney #FreeConsultation #Consulting #TrustAttorneyPhoenix #PhoenixAttorney #ProbateAttorney


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5 ways to rebuild your retirement savings
Have you raided your 401(k) or other retirement funds to wipe out credit card debt, pay your kid’s college tuition or cover some large, unexpected expense? If so, you’re not alone.
According to research from the Transamerica Center for Retirement Studies, 27% of U.S. workers have taken some form of loan, early withdrawal or hardship distribution from an IRA, 401(k) or similar plan.
But if you’re now looking at your retirement balances and realizing that it’s not enough, take heart in knowing that all is not lost.
You can rebuild your retirement nest egg. Here are five ways to get started.
Read more on my Blog: http://bit.ly/2BaMuEh
Shared from: usatoday.com

Wayne Marsh years of advocating for his Clients in Estate Planning, Medicare & Medicaid and Trust Planning & Asset Protection cases. Based in Sun City AZ, he is familiar with the courts throughout all of Arizona. Wayne has the necessary skills and legal knowledge to help you resolve your legal problem.
If you have any questions feel free to give me a call at 623-688-5128 or check out my website here: http://phxazlawyer.com  to learn more about the services I provide. 

#ArizonaAttorney #FreeConsultation #Consulting #TrustAttorneyPhoenix #PhoenixAttorney #ProbateAttorney


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Here's what to do if your life insurance is about to expire
Retirees face a dilemma as term life insurance policies expire or as they leave work.
Analyze your lifestyle to decide how much insurance you still need.
Switching to permanent life insurance is more costly but can be a tax shelter.
It's a fact few of us like to think about, but death is a part of life.

Read the rest on my Blog: http://bit.ly/2AN6Fp6
Shared from cnbc.com

Wayne Marsh years of advocating for his Clients in Estate Planning, Medicare & Medicaid and Trust Planning & Asset Protection cases. Based in Sun City AZ, he is familiar with the courts throughout all of Arizona. Wayne has the necessary skills and legal knowledge to help you resolve your legal problem.
If you have any questions feel free to give me a call at 623-688-5128 or check out my website here: http://phxazlawyer.com  to learn more about the services I provide. 

#ArizonaAttorney #FreeConsultation #Consulting #TrustAttorneyPhoenix #PhoenixAttorney #ProbateAttorney
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How to start thinking about an estate plan
If you have assets — like a 401(k), savings or brokerage account, or a house — it's important to think about how those possessions will be distributed when you are gone.
Here are some tips to head off any fight by your kids and to limit the amount of taxes your heirs may have to pay.
Read more on my Blog: http://bit.ly/2jPAuON
Shared from cnbc.com

Wayne Marsh years of advocating for his Clients in Estate Planning, Medicare & Medicaid and Trust Planning & Asset Protection cases. Based in Sun City AZ, he is familiar with the courts throughout all of Arizona. Wayne has the necessary skills and legal knowledge to help you resolve your legal problem.
If you have any questions feel free to give me a call at 623-688-5128 or check out my website here: http://phxazlawyer.com to learn more about the services I provide. 

#ArizonaAttorney #FreeConsultation #Consulting #TrustAttorneyPhoenix #PhoenixAttorney #ProbateAttorney

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Got a will? Here are 11 more end-of-life documents you may need
Most consumers don't have key end-of-life documents in place.
Documents like a DNR and POLST overlap, but that redundancy can help ensure your wishes are followed.
Your last will and testament shouldn't be the last word on your end-of-life wishes.
"We all prepare ahead of time for what we know is coming up," Amy Florian, chief executive of Corgenius, told advisors Wednesday at Schwab IMPACT 2017 in Chicago.
Read the rest on my Blog: http://bit.ly/2is6Nmk
Shared from cnbc.com

Wayne Marsh years of advocating for his Clients in Estate Planning, Medicare & Medicaid and Trust Planning & Asset Protection cases. Based in Sun City AZ, he is familiar with the courts throughout all of Arizona. Wayne has the necessary skills and legal knowledge to help you resolve your legal problem.
If you have any questions feel free to give me a call at 623-688-5128 or check out my website here: http://phxazlawyer.com to learn more about the services I provide. 

#ArizonaAttorney #FreeConsultation #Consulting #TrustAttorneyPhoenix #PhoenixAttorney #ProbateAttorney

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Treasury Announces Steps to Wind Down myRA Program

Washington, D.C. – The U.S. Department of the Treasury today announced that it will begin to wind down the myRA program after a thorough review by Treasury that found it not to be cost effective. This review was undertaken as part of the Administration’s effort to assess existing programs and promote a more effective government.

Read more on my Blog: http://bit.ly/2j4nzr0
Shared from treasury.gov

Wayne Marsh years of advocating for his Clients in Estate Planning, Medicare & Medicaid and Trust Planning & Asset Protection cases. Based in Sun City AZ, he is familiar with the courts throughout all of Arizona. Wayne has the necessary skills and legal knowledge to help you resolve your legal problem.
If you have any questions feel free to give me a call at 623-688-5128 or check out my website here: http://phxazlawyer.com to learn more about the services I provide. 

#ArizonaAttorney #FreeConsultation #Consulting #TrustAttorneyPhoenix #PhoenixAttorney #ProbateAttorney

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Pay down these 3 debts before you retire

Older Americans owe more than ever before, with the amount of debt held by people over age 60 hitting $3 trillion, according to the Federal Reserve Bank of New York.
Here's a look at the three major types of debt that burden older workers and how best to manage them before you retire.
If you're about to retire, the last thing you need is a lot of bills.

Read more on my Blog: http://bit.ly/2zQ8tzA
Shared from cnbc.com

Wayne Marsh years of advocating for his Clients in Estate Planning, Medicare & Medicaid and Trust Planning & Asset Protection cases. Based in Sun City AZ, he is familiar with the courts throughout all of Arizona. Wayne has the necessary skills and legal knowledge to help you resolve your legal problem.
If you have any questions feel free to give me a call at 623-688-5128 or check out my website here: http://phxazlawyer.com  to learn more about the services I provide. 

#ArizonaAttorney #FreeConsultation #Consulting #TrustAttorneyPhoenix #PhoenixAttorney #ProbateAttorney

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3 simple tax tricks just for retirees

There's no crystal ball for knowing where tax rates will go.
Retirees can take these steps to lower their tax bill
As Washington inches closer to the largest overhaul of the U.S. tax code in nearly 30 years, retirees with large sums saved in 401(k) plans or IRAs may be feeling nervous about their money.
"Often they want a crystal ball to know what tax rates will be in the future," said Darnel Bentz, a senior wealth advisor with Kayne Anderson Rudnick in Los Angeles.

Read more on my Blog: http://bit.ly/2zlVeXf
Shared from cnbc.com

Wayne Marsh years of advocating for his Clients in Estate Planning, Medicare & Medicaid and Trust Planning & Asset Protection cases. Based in Sun City AZ, he is familiar with the courts throughout all of Arizona. Wayne has the necessary skills and legal knowledge to help you resolve your legal problem.
If you have any questions feel free to give me a call at 623-688-5128 or check out my website here: http://phxazlawyer.com  to learn more about the services I provide. 

#ArizonaAttorney #FreeConsultation #Consulting #TrustAttorneyPhoenix #PhoenixAttorney #ProbateAttorney

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Don't fall for these common retirement myths

Making assumptions now can lead to costly mistakes later.
Medicare doesn't cover dental care or long-term insurance.
Some retirees may spend more and pay more in taxes than during their working years.
Retirement is something many of us look forward to for decades. But as it draws closer, those feelings of excitement may be replaced by some unexpected anxiety.


Read more on my Blog: http://bit.ly/2AlglG0
Shared from cnbc.com

Wayne Marsh years of advocating for his Clients in Estate Planning, Medicare & Medicaid and Trust Planning & Asset Protection cases. Based in Sun City AZ, he is familiar with the courts throughout all of Arizona. Wayne has the necessary skills and legal knowledge to help you resolve your legal problem.
If you have any questions feel free to give me a call at 623-688-5128 or check out my website here: http://phxazlawyer.com to learn more about the services I provide. 

#ArizonaAttorney #FreeConsultation #Consulting #TrustAttorneyPhoenix #PhoenixAttorney #ProbateAttorney

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