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Our Articles

Few Spaces Left in Marotta’s Online Class (Thursdays in March 2022)
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The class will be held virtually on Zoom each Thursday from noon to 1:00 PM EST between March 10 and March 31, 2022.

Radio: A Review of Freedom in the United States (2022)
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On Tuesday, February 8, 2022, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about “The Failure of Government.”

Is a SEP-IRA or Solo-401(k) Better?
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A SEP-IRA can be opened any time before you file your tax return and you can make prior-year contributions at that time. In contrast, a solo-401(k) must be opened and contributed to before the year end to count for that tax year.

#TBT How to Report a Backdoor Roth or Nondeductible Contribution on Your Tax Return
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This 2020 article is for tax preparers of the world. If you did a backdoor Roth this year, send it to yours.

Am I Limited to Only One Roth Conversion Per Year?
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Most people are able to do direct rollovers from a traditional IRA to a Roth IRA. In this way, most people can do any number of Roth conversions in one twelve-month period.

June Marotta’s Lesson Plan for Social Responsibility and Economics
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Like any good free market system, it is infinitely flexible, adapting to the needs and resources of the environment.

#TBT No One Tells the IRS You Did a QCD Except You
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Be sure to remember to tell your tax preparer that you did a QCD.

Enroll in Marotta’s Online Live Class (OLLI 2022)
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The class will be held March 10 through March 31, 2022 each Thursday from noon to 1:30 PM on Zoom.

Even The Premium is Risky in Long-Term Care Insurance
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Add this to the list of reasons to avoid long-term care insurance and strive to self-insure.

#BestOf2021 The Value of Systematic Roth Conversions
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Why do people do Roth conversions? Should I? This timeless article and video answers all your questions.

#TBT Roth Conversions are More Valuable During Bear Markets
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This 2020 article reminds us that if you ever sad about the size of your IRA balance, it might be a good time to convert to Roth.

Swap to Franklin Funds Saved Clients Over $100,000
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The estimated advantage of Franklin funds during 2021 was 0.40% or $118,955.

Individual Foreign Health Care in Review (December 2021)
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An initial equal weight strategy of these 26 companies implemented on January 1, 2021 and held without further buys or sells through December 31, 2021 had a +8.64% advantage over the foreign healthcare benchmark.

#BestOf2021 Can Someone Else Gift to My Roth IRA?
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Many people think that Roth IRA contributions can only be from earned income. Those people are only half right.

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