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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.

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

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.

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.

Here is a cheat sheet with information about the 2019 tax brackets and contribution limits that should help as you do your tax planning for the year.

New proposed legislation cuts the benefit of donating to charity and receiving tax credits in return.

This 2014 article reminds us: don’t wait until you “have more” or “make extra money” – start saving now! It is worth more.

There are two ways to run the analysis. One is quick and can be done on the back of a napkin. The other is more detailed, best done in a spreadsheet. In this part one, we will explain the quick math.

The tax penalty for failing to take an RMD is steep at 50% of the amount you fail to take, so it is essential that you make the effort to take your RMD, even when having illiquid investments creates extra hassle.

In 2015, Congress passed the PATCH Act that included a provision which allowed computer purchases to be a qualified education expense for 529 plans. But what of computer repairs?