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 see if we are a good fit for you and get started as a client.
#TBT Parental Reminder Number 42
“Parental Reminder #42” reminds us that goodness is something bigger than we can articulate but, even though we cannot express it fully, it is very important.
2023 Babies: Start Saving for College Today!
For babies born in 2023, here are the amounts that should be saved starting at birth to cover four years of college expenses at age 18.
Freedom Investing in Review (September 2023)
This quarter, we saw that in 1-year returns ending September 30, 2023, Developed Freedom Investing had a -4.77% disadvantage, Emerging Market Freedom Investing had a +3.89% advantage, and Overall Freedom Investing had a -1.63% disadvantage.
The Fickleness of Five-Year Returns
Return reporting can create either darker or rosier pictures depending on the dates selected.
All About Jacob Massanopoli, CFP®
We are very pleased to announce that Jacob Massanopoli is our newest CERTIFIED FINANCIAL PLANNER™ (CFP®) professional at Marotta Wealth Management!
Founder’s Day: Celebrating George Marotta (Part 3)
My grandfather turns 97 this year. While not often celebrated or recorded in history, my grandfather played an important supporting role to many important events.
#TBT Can I Use 529 Funds for Off-Campus Housing?
Yes, but housing is one of many expenses that are subject to a reimbursement limit. Here’s how to do it.
Distribute Your First 401(k) RMD in April or December?
Within employer-sponsored retirement plans, there are special provisions for employees (not owners) who continue to work beyond their typical required beginning date.
529-to-Roth Rollover Contribution Available in 2024 (Secure 2.0)
This new rule says that the account owner can distribute funds from a 529 plan directly to the designated beneficiary’s Roth IRA and have the rollover “be treated in the same manner as the earnings and contributions of a Roth IRA” (meaning no taxation).
Avoid Investing Mistakes (the series)
This series of articles covers some of the most common investing mistakes and how to avoid them.
All About Greg Vairo, CFP®
We are very pleased to announce that Greg Vairo is our newest CERTIFIED FINANCIAL PLANNER™ (CFP®) professional at Marotta Wealth Management!
We Are Not Afraid. (A Reply to Recent Headlines)
There are strategies to achieve a better inner calm.
How to Upload a Secure Document to Marotta
We can receive documents to our secure ShareFile client portal.
Proposed RMD Rules: The Madness Continues
“And the now-20-year-old beneficiary who lost her father less than a year ago is supposed to navigate this mess on her own? No chance. This is madness.”
QCD Limitation Starts Inflation-Adjusting in 2024 (Secure 2.0)
Congress decided to inflation-adjust both the existing and the new split-entity qualified charitable distribution limitations.