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Dwindling Savings Highlights Need for Tax Reforms
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The Tax Foundation recently published the article “Dwindling Savings and Increasing Financial Stress Highlights Need for Tax Reforms” suggesting that tax reform could improve the current state of American personal finances.

#TBT Marotta on A Christmas Carol
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Charles Dickens’s A Christmas Carol is one of the best stories for talking about economics. This 2003 – 2012 series uses the classic tale to illustrate different financial personalities, principles, and philosophies.

In Roth Conversions, Reducing Your RMD is One of the Benefits
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Required minimum distributions are taxed as taxable income, the same as other types of traditional IRA withdrawals and Roth conversions.

Pension-Linked Emergency Savings Account (ESA) Available in 2024 (Secure 2.0)
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While the initial details sound promising, the downsides are many.

#TBT Keep Christmas Your Own Way
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In “A Christmas Carol,” Ebenezer Scrooge calls Christmas a “humbug” because of the foolish way people celebrate it. This 2008 article reminds us that it is sometimes wise to simplify Christmas.

In Roth Conversions, Paying the Tax is One of the Benefits
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Taxes related to traditional IRA withdrawals only happen once. Meanwhile, the funds in your taxable account are subjected to taxation each year.

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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.

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