November 1, 2014

Index of Tax Tables

Tax Tables

Want the full list of tax tables? Here they are in one place for easy browsing.

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Marotta’s 2014 UVA TIAA-CREF TDSP Calculator

University of Virginia's Serpentine Walls

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

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UVA Tax-Deferred Retirement Plan Asset Allocation Tools

uva wise owl

We have created several asset allocation tools to aid those seeking an intelligently diversified portfolio.

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Marotta’s 2014 UVA Fidelity 403b Calculator

University of Virginia's Serpentine Walls

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

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Marotta’s 2014 UVA Fidelity 401(a) Plans Calculator

University of Virginia's Serpentine Walls

Age appropriate asset allocation for 2014 using the choices available in several of the University of Virginia’s Fidelity Retirement Plans.

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Rules For Selling Highly Appreciated Stock

hurdle tables

Now that the Bush tax cuts have expired and Obamacare will add additional tax burdens, many people need to think twice before realizing a large gain on their investments.

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Marotta’s 2013 Gone-Fishing Portfolio Calculator

Gone Fishing Portfolio Calculator

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

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Schwab VeriSign Security Measures

Schwab VeriSign Device

As well as general online security, which includes a unique user name and password, and a system which locks you out if you guess the combination more than twice, Schwab has several optional verification methods.

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Earned Income Tax Credit (EITC) Marriage Penalty of $3,603

Wedding rings and money

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.

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Earned Income Tax Credit (EITC) Marriage Penalty of $8,400

Wedding rings and money

The worst marriage penalty is for couples earning between $26,000 and $60,000 who have three or more children.

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Marotta’s 2012 Gone-Fishing Portfolio Calculator

Gone Fishing Portfolio Calculator

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

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$ ?s: Don’t let your first paycheck go to waste

$ Questions

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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