#TBT No One Tells the IRS You Did a QCD Except You
on November 13, 2025 with No Comments
Be sure to remember to tell your tax preparer that you did a QCD.
Latest Articles
How to Contribute to a 529 Account on AmericanFunds.com
on November 11, 2025 with No Comments
There are four main ways you can contribute to a 529 account through American Funds.
#TBT When Partial-Year HSA Contribution Limits Don’t Apply
on November 6, 2025 with No Comments
If you have recently lost your health insurance or recently signed up for a new one, you may want to watch out for these rules.
Can I Use a 60-Day Rollover?
on November 4, 2025 with No Comments
You are permitted one 60-day rollover per 12-month period and if you are successful it would not be a taxable event, but I would advise against using this feature.
#TBT Before You Get Out Of The Stock Market, Read This
on October 23, 2025 with No Comments
When you get out of the markets, you have made a huge gamble with your retirement money, and now the stakes are high.
Freedom Investing in Review (September 2025)
on October 21, 2025 with No Comments
This quarter, we saw that in 1-year returns ending September 30, 2025, Developed Freedom Investing had a -3.02% disadvantage, Emerging Market Freedom Investing had a -0.55% disadvantage, and Overall Freedom Investing had a -1.79% disadvantage.
Our goal is to help our clients meet theirs.
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.
