June 27, 2017

Generational Financial Planning Within The Kiddie Tax Limits

Generational Financial Planning Within The Kiddie Tax Limits

Families that consider generational financial planning techniques can reduce the burden of taxes on the family as a whole.

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Age Restriction on Qualified Charitable Distributions Limits Inherited IRA Gifting

Age Restriction on Qualified Charitable Distributions Limits Inherited IRA Gifting

Unfortunately the age restriction makes the charitably-inclined young, who are more likely to be in the 0% capital gains bracket, unable to make QCDs.

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Our Customized Roth Conversion Recommendations

Our Customized Roth Conversion Recommendations

I have learned there are so many more wise plans than just “top of the bracket” conversions.

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Morgan Stanley Is A Terrible Choice

Morgan Stanley Is A Terrible Choice

I normally try to refrain from “bashing the competition,” but in this case, the competition’s practices are, at least to me, a moral issue.

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How much do you need to save this month?

How much do you need to save this month?

Find out today how much you should be saving and investing this month! If you think a $1 million dollar portfolio is overkill, you haven’t really run the numbers.

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An Overview of Robo-Investing

An Overview of Robo-Investing

A few years ago, there was a great rise of so-called robo-advisers, computer programming that enabled setting a simple asset allocation on the security level and then automatic rebalancing to those targets for each security.

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An Asset Allocation For Your Health Savings Account

An Asset Allocation For Your Health Savings Account

You are unlikely to need funds for any long-term care episode until about age 85. Given the long time horizon, we suggest investing your HSA for appreciation.

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Marotta's 2017 TD Ameritrade Gone-Fishing Portfolio Calculator

Marotta’s 2017 TD Ameritrade Gone-Fishing Portfolio Calculator

This portfolio uses all TD Ameritrade no-transaction fee exchange-traded funds with the exception of Vanguard Energy ETF (VDE).

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Mailbag: How Do I Replenish A Bond Laddering Strategy?

Mailbag: How Do I Replenish A Bond Laddering Strategy?

When you use a bond laddering strategy with funds, rebalancing to your asset allocation naturally buys and sells bond funds as appropriate.

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Radio Interview: Health Savings Accounts

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David John Marotta was interviewed on radio’s The Schilling Show discussing Health Savings Accounts and the recent Healthcare bill.

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