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There are many opportunities to pay your children. If that payment can be counted as earned income, then the child is eligible to fund their Roth IRA.

Evaluate the source. Question the melodrama. Examine the tone. Consider the motive. Check the facts.

On Tuesday, April 9, 2018, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss how to achieve success and significance in retirement by both adequately savings for retirement and finding fulfillment during that period of your life.

This isn’t the kind of article you think it is. My daughter wore disposable diapers.

Without taxes, you could leave work at 2:41pm every day.

This person has no IRA balance, but is about to get one with an IRA Rollover. So the question is one of timing: can they do the IRA Rollover after the nondeductible contribution has already been converted so that their cream and coffee never mix?

SEC announced that 79 investment adviser firms will return more than $125 million to clients after self-reporting violations of the Advisers Act.

The expense ratio charged by your funds matters more than you may realize.

Disclosures are always necessary but rarely sufficient to fulfill fiduciary obligations.

This is intended to be a brief overview of what you should do once you realize you are overseeing an estate.

If your employer offers a 457 plan, consider taking advantage of the ability to shelter more money each year from taxes in a Roth account.

On Tuesday, March 12, 2019, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss how to do your own tax review.

The real return of the stock market going forward is often debated.

You are allowed to deduct “up to 20 percent of their combined qualified real estate investment trust (REIT) dividends,” and this deduction is unlimited. So it begs the question: Is there a way I can deduct my normal real estate income?

The Marotta Investment Committee typically builds portfolios with average expense ratios of about 0.24%.