March 30, 2017

How to Deduct U.S. Debt Obligations on State Tax Returns

How to Deduct U.S. Debt Obligations on State Tax Returns

Dividends and interest received from U.S debt obligations can be deducted on many state tax returns.

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Radio: What Does “Trickle-Down Economics” Mean to Liberals and Conservatives?

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David John Marotta was interviewed on the Schilling Show discussing trickle-down economics and taxes.

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What Good Are Morningstar Stars?

What Good Are Morningstar Stars?

Do mutual funds with 5-star Morningstar ratings have better future returns?

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T-Share Class Mutual Funds Are Not "Fiduciary-Friendly"

T-Share Class Mutual Funds Are Not “Fiduciary-Friendly”

Less gouging doesn’t make T-shares meet the high principles-based fiduciary standard.

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RMD Mistake: Missing a Spousal Rollover

RMD Mistake: Missing a Spousal Rollover

When a spouse inherits retirement account assets, they have the right to do what is called a “Spousal Rollover” or “Spousal Transfer.” It is almost always the right option.

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Invest Your Health Savings Account For Appreciation

Invest Your Health Savings Account For Appreciation

HSAs have so many advantages over traditional IRAs that you should continue funding your HSA as long as possible and build as large an HSA investment balance as you can.

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RMD Mistake: Not Using the Joint Divisor

RMD Mistake: Not Using the Joint Divisor

If you are a mixed-decade couple, take advantage of the Joint divisor by making your spouse your primary and sole beneficiary for your IRA and use the Joint Life and Last Survivor Expectancy Table to find your RMD.

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Radio: What’s the Difference Between Obstruction and Resistance?

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David John Marotta was interviewed on the radio 1070′s Schilling Show discussing the difference between obstruction and resistance.

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Commission-Based Firms Admit They Don't Provide Advice

Commission-Based Firms Admit They Don’t Provide Advice

Commission-based firms want either to be exempt from the Fiduciary standard or else given the title anyway.

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Are Democrats Or Republicans Better For The Stock Market?

Are Democrats Or Republicans Better For The Stock Market?

Politics matters less to our financial success than the ordinary decisions we face every day.

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