A complex technique called “Roth segregation accounts” could earn your investments an extra 30% over the next two years.
President, CFP®, AIF®, AAMS®
David John Marotta is the Founder and President of Marotta Wealth Management. He played for the State Department chess team at age 11, graduated from Stanford, taught Computer and Information Science, and still loves math and strategy games. In addition to his financial writing, David is a co-author of The Haunting of Bob Cratchit.
Latest posts from David John Marotta
- #TBT The Haunting of Bob Cratchit: A Book from David Marotta - December 2, 2021
- Annuities: Just Say No. - November 29, 2021
- #TBT Don’t Eat Yourself Out of Financial Security - November 25, 2021