How do you know if you can contribute to a Roth IRA? See this flowchart for answers.
Each quarter brings a different set of returns for each asset class and subcategory.
You’ve been named the executor of a relative’s will – now what?
Often the needs and wants of the present take our attention at the expense of the future. You want a system that will prioritize saving without needing your constant attention.
It is better to do tax planning all throughout the year, but here are 12 things to do (or plan to do in the coming year) before April 15.
You probably have dozens of online accounts and possibly hundreds of dollars of digital property. What happens to it when you die?
What happens to my Facebook, Twitter, Wordpress, and other online accounts when I die? Could I decide?
Who do I choose to be the executor of my estate? What will their basic duties be?
Today’s question: What do I want to happen to my physical belongings and assets after my death?
Want the full list of tax tables? Here they are in one place for easy browsing.
Today’s question: What if something happens to me and I am not able to make decisions for myself?
David John Marotta and radio host Rob Schilling discuss what did well in the market as well as the online security of investments.
The tax tables have arrived! Here are some highlights to keep in mind for the 2015 tax year.
Freedom investing beat the EAFE Foreign index by 7.92% in 2014.
When asset classes are not correlated that means they often move in different directions.
Either of these funds would be a good choice for a one-fund investment if you really want to keep it simple, and you could invest in both of them if you want a two-fund strategy.
David John Marotta and Rob Schilling discussed the ways current policy makes college more unaffordable, and what students and parents can do about it.
Here are the returns for our six Asset Classes from November 2014.
Here are the returns for our six Asset Classes from August 2014 – October 2014.
David John Marotta appeared on the radio discussing Charlottesville real estate, interest rates, and how you should not let a daunting pile of mortgage paperwork stop you from purchasing a home.
Here are the 2015 contribution limits and income phaseouts for contributions to Traditional IRAs and Roth IRAs for retirement saving planning.
David John Marotta was interviewed discussing government waste and what would happen if parts of the government were shut down.
It’s important to know the limits so you don’t over-contribute and incur tax penalties, but contribute just the right amount (based on your income) for your future standard of living.
My daughter and son-in-law are expecting their first child, and my husband and I want to give some money for the child as a gift. What are my options?
This radio interview covers the basics of what investing is, and how to think about investing, especially in U.S. Markets with a constant stream of information available.
Individuals should be free to weight the healthcare costs and benefits, risks and savings, and make the decision that best fits their circumstances.
David John Marotta was interviewed on radio 1070 WINA’s Schilling Show discussing the economics of third party payer systems.
While you know about the duplicate wedding gifts to exchange or return, and your mother is reminding you to finish writing Thank You notes, you might not remember all the other things you need to do.
Any money you put away and invest now will have the longest time to grow, due to the magic (or actually, the mathematics) of compound interest.
“Once you put cream in the coffee, all coffee removed from the cup is partly cream and partly coffee.”
Because of inflation, today’s 20-year-olds will need over $7 million to have the same lifestyle when they retire.
We estimate that if you didn’t have to pay taxes, you could leave work every day at 2:34pm.
David John Marotta was interviewed on radio 1070 WINA’s Schilling Show on April 15 to discuss taxes and how to avoid excess taxation.
David John Marotta was recently interviewed discussing the ideas in the article “Republicans: Defining the 3 Factions”.
David Marotta was recently featured on radio 1070 WINA’s Schilling Show discussing the new MyRA plans, inflation, and saving for retirement in general.
Trying to wait until market conditions are perfect likely means you will miss a good investing opportunity.
Plan to max out your retirement contributions for 2014 — your future self will thank you.
The numbers are in: here is a quick chart of tax info for the 2014 tax year.
After covering our article during his January 22 radio show in the segment, Rush Limbaugh then discussed Pethokoukis’s attack the following day. Our two Virginia co-authors are “the Wall Street guy.”
David John Marotta and Megan Russell were mentioned on Rush Limbaugh’s show for their article “Should We Wallow in the Rising Stock Market?”
Sean Hannity’s radio show covered Marotta and Russell’s “Should We Wallow in the Rising Stock Market?” Thanks to sensational headlines and selected quotes, the message of the article is changed with each re-telling.
David Marotta was interviewed on radio KABC in Lost Angeles, discussing the article Should We Wallow in the Rising Stock Market. Listen to the radio show here.
When you die, your assets and belongings–called your “estate”–are subject to taxation, but the there is an amount under which the executor of your estate will not have to pay taxes.
There is a limit, or exclusion–an amount that the government will allow you to gift to a person per year, without incurring tax consequences.
Bonds down; US stocks up.
Countries high in economic freedom, including the United States, outperformed global indexes.
Northern Europe beats the EAFE Foreign Index by 0.82% in October.
Emerging markets produced some of the highest returns during the month of October.