Marotta On Money

Investing in gold and silver coins

A large number of people in the United States are worried about our profligate spending and the resulting devaluation of our currency. They are worried about politics and socialism and the economy.

Marotta’s 2012 Gone-Fishing Portfolio

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility. Its primary appeal is simplicity. As a secondary virtue, it avoids the worst mistakes of the financial services industry.

Roth IRA Conversion 2012: A Roth Conversion Calculator

Nearly everyone is an excellent candidate for executing a Roth conversion this year. But it is helpful to have a target amount in mind before you begin.

Mailbag: I’d like to withdraw money from my IRA to purchase physical silver.

Precious metals will, on average, just keep up with inflation, but your after tax return would mean you fell behind inflation by the 28% tax you must pay.

The 85% College Savings Plan

To assess our progress toward funding all three children, I have created age-based benchmarks that I share here.

Using Dynamic Asset Allocation to Boost Returns

Think of static asset allocation as where to set your sails and dynamic asset allocation as a way to keep your balance as your boat glides and sometimes bounces through the waves.

Roth IRA Conversion 2012: Are You a Good Candidate?

You may be a good candidate for a Roth conversion in 2012 if you can answer "yes" to any of these statements.

$ ?s: Roth or Pre-Tax 401(k)?

Here is the only question you should attempt to answer: Are you paying a higher tax rate now or later?

The Shiller Ten-Year P/E Ratio

What we would really like to measure are the changes in price (P) that cause a company with a good long-term track record to look relatively cheap. Economist Robert Shiller created just such a measurement.

Investing in gold and silver coins

David John Marotta

May 18, 2012 Leave a Comment

A large number of people in the United States are worried about our profligate spending and the resulting devaluation of our currency. They are worried about politics and socialism and the economy.

The 85% College Savings Plan

Matthew Illian

May 17, 2012 Leave a Comment

To assess our progress toward funding all three children, I have created age-based benchmarks that I share here.

Mailbag: I’d like to withdraw money from my IRA to purchase physical silver.

David John Marotta

May 16, 2012 Leave a Comment

Precious metals will, on average, just keep up with inflation, but your after tax return would mean you fell behind inflation by the 28% tax you must pay.