We have no secret ingredient at Marotta Wealth Management. Instead, we openly and publicly publish our strategies as articles on our website. We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives.

We actively encourage the do-it-yourself people of financial planning to subscribe to our newsletter and provide themselves with comprehensive wealth management.

For people who don’t want to do it alone, we encourage you to read our articles to get a fuller understanding of how our services work to see if we are a good fit for you. If you are interested, we would be happy to help you get started as a client!

Our Articles

Q&A: How Does the SECURE Act Change QCDs?
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“I will be turning 70 1/2 and wanted to start making contributions to charity from an IRA and taking the QCD at that time. Would this bill require me to wait two more tax years, until I am 72, to do this?”

Avoid Dave Ramsey’s Referral Services
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Rumors suggest that the network’s vetting is a five minute process where you are told the fees are about $1,000 a month.

#TBT Marotta’s 2019 Gone-Fishing Portfolios
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In case you missed it, here is the overview of our Marotta’s 2019 Gone-Fishing Portfolios. These are our recommended simple asset allocations for those just getting started with investing.

The 30-Year Value of a Single Roth Conversion
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Thirty years of interest, dividends, and capital gains tax is a significant savings.

How to Confirm a Schwab Bank Check You Wrote Was Cashed
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What ever happened to that check? Here’s how to find out if it a Schwab check you wrote has been cashed by the recipient.

Looking Backward On Socialism: The Use Of Force To Bring About Utopia
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The unpleasant reality is that socialism quickly turns to the use of force to bring about their vision of society.

#TBT How Shrewd Investors Save on Taxes
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This 2007 post teaches how to use both investment losses and investment gains to good tax advantage.

IRA Reform on Horizon – SECURE Act of 2019
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On May 23, 2019, the House passed the Setting Every Community Up for Retirement Enhancement Act of 2019 with a vote of 417 Yeas and 3 Nays. It is on its way to the Senate.

How to See Your Schwab RMD Online
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For those who are doing it themselves, this page can help you satisfy this important IRS requirement.

#TBT Roth Conversion: Take Your Required Minimum Distribution Out First
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With a thorough understanding of the IRS rules, performing a Roth Conversion even after your so-called Required Beginning Date (RBD) can be both easy and profitable. This 2016 article teaches how.

The Full Complexity of All Required Minimum Distribution Divisors Explained
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Most divisors are looked up in tables based on your age. Others are calculated based on last year’s divisor. Some particularly unfortunate cases have distribution deadlines rather than divisors at all.

Spam Analysis: The “Reclusive Millionaire Warns” Article
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The title is “Reclusive Millionaire Warns: ‘Get Out of Cash Now.’ ” Assuming you take the bait, the article and accompanying video uses all the psychological tricks. It takes a long time before what they are selling is revealed.

How to Inherit an IRA When a Trust is the Beneficiary
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Oddly enough, how a trust inherits an IRA is as important as what it does with the IRA after receiving it.

#TBT Seven Financial Rules For Marital Bliss
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An overwhelming number of failed marriages cite financial troubles as a major factor in their breakup. See if this 2006 article can help make finances a place of union rather than separation.

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