Financial, investment, and wealth management advice
The given numbers on a 1099-R are insufficient to be able to fill out your tax return correctly. Knowledge of what was actually done is required in order to file your taxes accurately.
In this article, we have designed a standard guide to creating your savings waterfall.
This 2020 article is for tax preparers of the world. If you did a backdoor Roth this year, send it to yours.
After you have opened your account, there are many methods of withdrawing or distributing from your Charles Schwab account.
Following this guide, you should be able to easily download any account documents you want.
This guide is to help you locate your annual year end statement in order to gather the total amount contributed to your 529 account(s) for the applicable tax year.
Marotta Wealth Management is a team of fee-only financial advisors in Charlottesville, VA. We are fiduciaries who sit on your side of the table to help you meet your financial goals. Our clients receive a high level of customer service as we strive to provide comprehensive financial planning.
Clients who benefit the most from our wealth management services are small business owners, university professors, or other super-savers who are busy productively saving wealth and want to delegate the financial management to a team of professionals.
If you want to get started quickly, simply call the firm at 434-244-0000 or contact us online to start the process of becoming one of our valued clients.
You can also read our Form CRS and ADV Part 2 descriptive brochures for more information about how Marotta Wealth Management works.
