We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives. We actively encourage the do-it-yourself people of financial planning to subscribe to our newsletter and provide themselves with comprehensive wealth management. For people who don’t want to do it alone, we encourage you to see if we are a good fit for you and get started as a client.
Distribute Your First 401(k) RMD in April or December?
on October 3, 2023
with No Comments
Within employer-sponsored retirement plans, there are special provisions for employees (not owners) who continue to work beyond their typical required beginning date.
529-to-Roth Rollover Contribution Available in 2024 (Secure 2.0)
on September 29, 2023
with No Comments
This new rule says that the account owner can distribute funds from a 529 plan directly to the designated beneficiary’s Roth IRA and have the rollover “be treated in the same manner as the earnings and contributions of a Roth IRA” (meaning no taxation).
Avoid Investing Mistakes (the series)
on September 28, 2023
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This series of articles covers some of the most common investing mistakes and how to avoid them.
All About Greg Vairo, CFP®
on September 26, 2023
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We are very pleased to announce that Greg Vairo is our newest CERTIFIED FINANCIAL PLANNER™ (CFP®) professional at Marotta Wealth Management!
We Are Not Afraid. (A Reply to Recent Headlines)
on September 22, 2023
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There are strategies to achieve a better inner calm.
How to Upload a Secure Document to Marotta
on September 21, 2023
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We can receive documents to our secure ShareFile client portal.
Proposed RMD Rules: The Madness Continues
on September 19, 2023
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“And the now-20-year-old beneficiary who lost her father less than a year ago is supposed to navigate this mess on her own? No chance. This is madness.”
QCD Limitation Starts Inflation-Adjusting in 2024 (Secure 2.0)
on September 15, 2023
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Congress decided to inflation-adjust both the existing and the new split-entity qualified charitable distribution limitations.
#TBT Which Products Do You Buy and Which Do You Avoid?
on September 14, 2023
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We avoid investments we deem too risky or laden with fees and seek instead a well balanced, low-cost, diversified portfolio.
What is a Charitable Remainder Trust?
on September 12, 2023
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It is helpful to know that a charitable remainder trust exists, but most charitable intentions benefit more from a donor advised fund.
How to Avoid a Cashier’s Check Scam at Schwab
on September 8, 2023
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The Schwab Bank representative said that he was familiar with these types of scams and knew how to handle it.
#TBT The Optimum Asset Allocation to Gold Is Always Zero
on September 7, 2023
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Fearful of monetary or societal failure, many hope that owning gold will bring them peace of mind. This articles reminds us to get peace of mind a different way.
Fee-Only Is the Most Important Quality in Your Financial Planner
on September 1, 2023
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The reason can be explained through a simple analogy about an interior decorator.
#TBT Five Things You Can Control
on August 31, 2023
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You deserve an advisor who will help you with these five and more.
All About Megan Marotta Russell, CFP®, APMA®
on August 29, 2023
with No Comments
I am pleased to announce that our newest CERTIFIED FINANCIAL PLANNER™ (CFP®) professional at Marotta Wealth Management is me!