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Our Articles

How to Donate Appreciated Stock to Your Donor Advised Fund (Schwab Charitable)
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Once your Donor Advised Fund has been opened, Schwab Charitable has a very straightforward process for donating appreciated stock to charity.

#TBT Can a 529 Reimburse for Last Year’s Expenses?
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Unfortunately, there is no correct answer to this question, but here is what we do know.

Freedom Investing in Review (September 2021)
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This quarter, we saw that in 1-year returns ending September 30, 2021, Developed Freedom Investing had a +0.70% advantage, Emerging Market Freedom Investing had a +1.64% advantage, and Overall Freedom Investing had a +0.71% advantage.

The Role of a Roth IRA in Early Retirement
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There are several distribution rules that make Roth IRAs great savings tools for early retirees.

#TBT How to Self-Insure for Long-Term Care Health Expenses
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Long-Term Care insurance is too risky and too expensive. If you can self-insure, you will likely be better off.

Founder’s Day: Celebrating George Marotta (Part 1)
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My grandfather turns 95 this year. He is one of my role models and favorite people. What a joy to celebrate him.

How To Spend: Avoid Impulse Purchases
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Stopping to think through questions like these will likely help you make smarter decisions with your spending.

#TBT My Grandfather’s Journal: Don’t Be Afraid to Try
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I have enjoyed rereading the journal of my maternal grandfather, Donald Mortlock. He started writing it on his 75th birthday.

All About Elias McQuade, CFA
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We are very pleased to announce that Elias McQuade is our newest CFA® charterholder at Marotta Wealth Management!

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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