Becoming a business owner is like becoming a parent. There is a sense of wonder that you could be entrusted with so much responsibility and a sense of dread when faced with trials that push you to the limit. There is a fun part to the business, which is the reason you started it in the first place. Then there is often other parts that you suffer through because they are urgent or important to the success of the business.
David John Marotta founded Marotta Wealth Management in 2000. It was a rebirth of Marotta Money Management, a 1980s California-based financial planning firm that was co-founded by his parents, George and June Marotta, and then sold in the late 1990s.
With over twenty years of experience, David Marotta has the practical wisdom required to solve a diverse set of problems faced by businesses.
What kind of retirement plan should you set up?
How can you manage a great employee who is having a hard year?
Are you paying yourself enough?
Should you own or rent?
How can you save on your taxes?
What will happen to your business when you want to scale back?
With an analytical mindset and a love of solving complex problems, we provide a unique perspective to our clients’ general consulting questions. We meet with small business owners to listen, encourage, and advise.
David John Marotta
Q&A: Which Self-Employed Retirement Plan Should I Open?
Here are some of the pros and cons of specific SEP IRA and individual 401(k) retirement account options available.
When to Get Your Money Out of Your 401(k), Especially Plan Owners
Even though you would likely benefit from contributing to your 401(k), you might not benefit from keeping your assets there — even if you are the owner.
Retirement Plan Sponsors Have A Responsibility To Review Their Plans
Failure to perform such periodic reviews is a litigatable fiduciary breach.