Latest Articles

The 30-Year Value of a Single Roth Conversion
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Thirty years of interest, dividends, and capital gains tax is a significant savings.

How to Confirm a Schwab Bank Check You Wrote Was Cashed
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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
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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
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This 2007 post teaches how to use both investment losses and investment gains to good tax advantage.

IRA Reform on Horizon – SECURE Act of 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.

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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.

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