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Our Articles

Should I Change Financial Advisors Over Poor Performance?
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The fact that markets are down isn’t a good reason by itself to fire your advisor, but there are reasons to switch financial advisors related to performance.

IRMAA Event: Loss of Income-Producing Property
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It sounds broad and easy to use, but it is actually very specific and uncommon.

#TBT Harvest Major Capital Losses Whenever You Have Them
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While you can only use $3,000 per year of capital losses to reduce your taxable income, you should bank as much capital loss as possible for other future uses.

Why Did My CD Lose Money?
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Many people don’t understand how fixed income is priced, so let me take you through the math.

Schwab’s New HSBAs (Health Savings Brokerage Accounts)
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Now that these accounts are open at Charles Schwab, Marotta Wealth Management can manage and invest Health Savings Brokerage Accounts.

#TBT Parental Reminder Number 42
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“Parental Reminder #42” reminds us that goodness is something bigger than we can articulate but, even though we cannot express it fully, it is very important.

2023 Babies: Start Saving for College Today!
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For babies born in 2023, here are the amounts that should be saved starting at birth to cover four years of college expenses at age 18.

Freedom Investing in Review (September 2023)
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This quarter, we saw that in 1-year returns ending September 30, 2023, Developed Freedom Investing had a -4.77% disadvantage, Emerging Market Freedom Investing had a +3.89% advantage, and Overall Freedom Investing had a -1.63% disadvantage.

The Fickleness of Five-Year Returns
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Return reporting can create either darker or rosier pictures depending on the dates selected.

All About Jacob Massanopoli, CFP®
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We are very pleased to announce that Jacob Massanopoli is our newest CERTIFIED FINANCIAL PLANNER™ (CFP®) professional at Marotta Wealth Management!

Founder’s Day: Celebrating George Marotta (Part 3)
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My grandfather turns 97 this year. While not often celebrated or recorded in history, my grandfather played an important supporting role to many important events.

#TBT Can I Use 529 Funds for Off-Campus Housing?
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Yes, but housing is one of many expenses that are subject to a reimbursement limit. Here’s how to do it.

Distribute Your First 401(k) RMD in April or December?
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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)
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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)
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This series of articles covers some of the most common investing mistakes and how to avoid them.

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