Financial, investment, and wealth management advice
This 2017 article reminds us, “Stock market returns have little to do with which party holds the White House.”
You can distribute any amount of money to the designated beneficiary for any reason, but only distributions which are reimbursing for qualified education expenses are tax and penalty free.
Election results should not change a well crafted investment strategy.
If you are curious about how the online process works for distributing funds from your College America 529 plan, this article is for you.
Voting early is as easy as voting in-person. You can vote whenever is convenient for you including right now.
Any qualified education expense for the benefit of the designated beneficiary which is paid to an eligible educational institution can be paid from the 529 plan directly.
Marotta Wealth Management is a team of fee-only financial advisors in Charlottesville, VA. We are fiduciaries who sit on your side of the table to help you meet your financial goals. Our clients receive a high level of customer service as we strive to provide comprehensive financial planning.
Clients who benefit the most from our wealth management services are small business owners, university professors, or other super-savers who are busy productively saving wealth and want to delegate the financial management to a team of professionals.
If you want to get started quickly, simply call the firm at 434-244-0000 or contact us online to start the process of becoming one of our valued clients.
You can also read our Form CRS and ADV Part 2 descriptive brochures for more information about how Marotta Wealth Management works.
