Latest Articles

#TBT Where is Your Priority: Tax Preparation or Tax Planning?
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Tax planning is very different than tax return preparation. The goal of tax preparation is to minimize your tax owed this year. The goal of tax planning is to maximize your after-tax net worth by minimizing your taxes owed over your lifetime.

Changes to RMDs for Those Born in 1951 or Later (Secure 2.0)
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Later required beginning dates are generally advantageous to seniors, although the complexity surrounding RMD rules is nothing to celebrate.

#BestOf2022 How to Self-Insure for Long-Term Care Health Expenses
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Saving for long-term care, if done early enough, is not too expensive and helps to protect yourself from this potential financial shock.

#TBT Which is Better: Bad Market Timing or Not Investing?
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This 2014 post reminds us that perhaps we should be more afraid of cash and inflation than stocks and investing.

At 65, Does the 5-Year Roth Rule Matter?
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For those over age 59 1/2, you would need to withdraw all funds attributable to basis before your withdrawal would be sourced from Roth IRA earnings and the age of your Roth IRA would matter for taxation.

#BestOf2022 How to Change a 529 Plan Account Owner
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While you may think that the account owner needs to stay the same, you can easily change the account owner.

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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.

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