Articles

Last year, thirteen countries made our cut-off. This year, eleven do.

We recommend waiting for the final guidance but being prepared for some sort of required distribution this year.

This throwback to Libby’s first article at Marotta teaches us how to be prepared for life’s expenses and plan ahead for all future goals.

If you are expecting high inflation, it may be stocks which offer the greatest security against the diminishing dollar.

This article from 2011 reminds us that if the debt ceiling is reached, the consequences will be large but not entirely harmful.

The incongruity between feeling like we are in a bear market for 61.66% of trading days and actually being in a bear market for only 24.81% of those days unfortunately makes bear markets feel longer than they really are.

This amendment applies to 401(k) plans, 403(b) plans, SIMPLE IRAs, and governmental 457(b) plans.

While it is always true that a recession will come eventually, shifting to bonds whenever one is predicted has serious consequences.

While our 2022 update saw a number of changes, this year we only have one change.

This gone-fishing portfolio is our default portfolio which can be used at any custodian.

We recommend this gone-fishing portfolio for investors with brand loyalty to Vanguard.

This past year, our 2022 Gone-Fishing Portfolio beat its benchmarks.

Form ADJ of the 760 lines 8a – 8c are where you report miscellaneous deductions.

Why create tax rules which expire so soon after they are made? The answers are as frustrating as the uncertainty the sunsets create.

How do our current tax brackets compare to historical ones? Are our taxes higher than the past? When was the most expensive time period for the U.S. income tax?