The 30-Year Value of a Single Roth Conversion
on June 18, 2019
with No Comments
Thirty years of interest, dividends, and capital gains tax is a significant savings.
Latest Articles
How to Confirm a Schwab Bank Check You Wrote Was Cashed
on June 17, 2019
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What ever happened to that check? Here’s how to find out if it a Schwab check you wrote has been cashed by the recipient.
Looking Backward On Socialism: The Use Of Force To Bring About Utopia
on June 14, 2019
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The unpleasant reality is that socialism quickly turns to the use of force to bring about their vision of society.
#TBT How Shrewd Investors Save on Taxes
on June 13, 2019
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This 2007 post teaches how to use both investment losses and investment gains to good tax advantage.
New Funds for Australia and Switzerland
on June 11, 2019
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An analysis of changing to lower cost funds.
IRA Reform on Horizon – SECURE Act of 2019
on June 10, 2019
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On May 23, 2019, the House passed the Setting Every Community Up for Retirement Enhancement Act of 2019 with a vote of 417 Yeas and 3 Nays. It is on its way to the Senate.
Our goal is to help our clients meet theirs.
Marotta Wealth Management is a team of fee-only financial advisors. 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 and comprehensive financial advice.
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 ADV Part 2 descriptive brochure for more information about how Marotta Wealth Management works.
