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How Your Tax Is Calculated: Qualified Dividends and Capital Gains Worksheet
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The 25 lines of the Qualified Dividends and Capital Gain Tax Worksheet are so simplified, they end up being difficult to follow what exactly they do. So, for those of you who are curious, here’s what they do.

#TBT Appreciating Donor Advised Funds
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There are five ways that both you and the government could make charitable giving more significant.

Q&A: How Does Your Investment Strategy Work?
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I recently received the following paraphrased questions from a prospective client and here were my replies.

Individual 401(k) Elective Deferral Limits and Deadlines
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You as the business owner have until the tax-filing deadline to complete both your profit-sharing and elective deferral contributions.

#TBT Which Products Do You Buy and Which Do You Avoid?
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The selection of what products we purchase or avoid for clients is based solely on what we believe gives our clients the best chance to meet their goals.

Q&A: What Should I Name My Donor Advised Fund?
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For better or for worse, you simply get to pick a name.

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Our goal is to help our clients meet theirs.

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.


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