Tax Planning

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Tax planning is critical for middle-income families. With all the changes going on, it is easy to get caught in the crossfire. Defer taxes for too long and you might miss opportunities to realize income in a lower tax bracket.

Tax planning is even more important for those with a higher net worth. A dollar saved on taxes is worth more than a dollar earned. If you earn another dollar, they will just tax you again.

Smart Tax Planning for the Gap Years
Smart Tax Planning for the Gap Years
Tax Efficient Investing
Tax Efficient Investing
Seven Tax-Planning Strategies to Dodge the Tax Bullet
Seven Tax-Planning Strategies to Dodge the Tax Bullet
Roth IRA Conversion: Are You a Good Candidate?
Roth IRA Conversion: Are You a Good Candidate?
Dorothy in Taxland: Above the Line Deductions
Dorothy in Taxland: Above the Line Deductions
Dorothy in Taxland: Below the Line Deductions
Dorothy in Taxland: Below the Line Deductions
Dorothy in Taxland: Overview
Dorothy in Taxland: Overview
Dorothy in Taxland: Tax Credits
Dorothy in Taxland: Tax Credits
Dorothy in Taxland: Tax on Marriage
Dorothy in Taxland: Tax on Marriage
Start Your Own Dynasty Trust
Start Your Own Dynasty Trust
Mailbag: How can I get started gifting appreciated investments?
Mailbag: How can I get started gifting appreciated investments?
Financially Savvy Kittens on Gifts to Charity
Financially Savvy Kittens on Gifts to Charity
David John Marotta in NAPFA Planning Perspectives
David John Marotta in NAPFA Planning Perspectives
Tax Efficient Investing
Tax Efficient Investing
How To Cut Taxes On Your IRA Withdrawals
How To Cut Taxes On Your IRA Withdrawals
Save 20 Percent Off Your Virginia Tax Bill
Save 20 Percent Off Your Virginia Tax Bill
Roth Segregation Accounts
Roth Segregation Accounts
IRA required minimum distributions, charitable giving and Roth conversions
IRA required minimum distributions, charitable giving and Roth conversions
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David John Marotta is the Founder and President of Marotta Wealth Management. He played for the State Department chess team at age 11, graduated from Stanford, taught Computer and Information Science, and still loves math and strategy games. Favorite number: e (2.7182818…)