Marotta’s 2018 TD Ameritrade Gone-Fishing Portfolio Calculator
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This portfolio uses all TD Ameritrade no-transaction fee exchange-traded funds.

Marotta’s 2017 TD Ameritrade Gone-Fishing Portfolio Calculator
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This portfolio uses all TD Ameritrade no-transaction fee exchange-traded funds with the exception of Vanguard Energy ETF (VDE).

How to Calculate Your RMD: a Uniform, Inherited, and Joint Divisor Calculator
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There are different tables and formulas used to calculate your RMD divisor based on your particular circumstances. Here is a calculator for the three most common.

Marotta’s 2017 Gone-Fishing Portfolio Calculator
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A gone-fishing portfolio has a limited number of investments with a balanced asset allocation. This year I limited myself to 13 investment vehicles with two changes from 2016’s calculator.

Marotta’s 2017 Vanguard Gone-Fishing Portfolio Calculator
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A gone-fishing portfolio has a limited number of investments with a balanced asset allocation. This portfolio uses all Vanguard mutual funds.

Marotta’s 2017 Schwab Gone-Fishing Portfolio
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A gone-fishing portfolio has a limited number of investments with a balanced asset allocation. This portfolio uses all Schwab no-transaction fee exchange traded funds.

Fund Analyzer Shows Value Of Lower Fees
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Continually curating a list of low cost funds is valuable for long term investors.

How to Send Schwab Notifications to Two Emails
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A little extra work can ensure that both spouses receive important email notifications from their custodian.

Marotta’s 2016 UVA Fidelity 403(b) Calculator
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Age appropriate asset allocation for 2016 using the choices available in the University of Virginia’s Fidelity 403(b) Tax Deferred Savings Plan (TDSP).

Marotta’s 2016 UVA Fidelity 401(a) Plans Calculator
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Age appropriate asset allocation for 2016 using the choices available in several of the University of Virginia’s Fidelity Retirement Plans.

Marotta’s 2016 Vanguard Gone-Fishing Portfolio Calculator
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If you are using Vanguard, we have created a gone fishing portfolio using only low-cost Vanguard mutual funds to help save money on transaction costs.

Marotta’s 2016 Gone-Fishing Portfolio Calculator
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A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

Marotta’s 2015 Vanguard Gone-Fishing Portfolio Calculator
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If you are using Vanguard, we have created a gone fishing portfolio using only low-cost Vanguard mutual funds to help save money on transaction costs.

Marotta’s 2015 Gone-Fishing Portfolio Calculator
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A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

Marotta’s 2014 Gone-Fishing Portfolio Calculator
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A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

Marotta’s 2014 UVA TIAA-CREF TDSP Calculator
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Age appropriate asset allocation for 2014 using the choices available in the University of Virginia’s TIAA-CREF Tax Deferred Savings Plan (TDSP).

UVA Tax-Deferred Retirement Plan Asset Allocation Tools
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We have created several asset allocation tools to aid those seeking an intelligently diversified portfolio.

Marotta’s 2014 UVA Fidelity 403b Calculator
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Age appropriate asset allocation for 2014 using the choices available in the University of Virginia’s Fidelity 403(b) Tax Deferred Savings Plan (TDSP).

Marotta’s 2014 UVA Fidelity 401(a) Plans Calculator
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Age appropriate asset allocation for 2014 using the choices available in several of the University of Virginia’s Fidelity Retirement Plans.

Marotta’s 2013 Gone-Fishing Portfolio Calculator
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A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

Earned Income Tax Credit (EITC) Marriage Penalty of $3,603
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The maximum income for a couple is not double what it is for a single person. Your spouse’s income can disqualify you from credits you could have received if you had not been legally married.

Earned Income Tax Credit (EITC) Marriage Penalty of $8,400
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The worst marriage penalty is for couples earning between $26,000 and $60,000 who have three or more children.

Three steps to find a missing 401(k) ($ ?s)
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Literally tens of thousands of employees who were once participants in an employer-sponsored retirement plan (i.e., 401(k) plan, profit-sharing plan) neglect to take their retirement money with them.

Marotta’s 2012 Gone-Fishing Portfolio Calculator
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A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

$ ?s: Don’t let your first paycheck go to waste
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Q: I recently landed a job that will allow me to begin saving. My company offers a 401(k) and a 3% match, but I also have college debts of $15,000 and a credit card balance of $650. How do you recommend I proceed?

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