Articles

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“And the now-20-year-old beneficiary who lost her father less than a year ago is supposed to navigate this mess on her own? No chance. This is madness.”

Congress decided to inflation-adjust both the existing and the new split-entity qualified charitable distribution limitations.

We avoid investments we deem too risky or laden with fees and seek instead a well balanced, low-cost, diversified portfolio.

It is helpful to know that a charitable remainder trust exists, but most charitable intentions benefit more from a donor advised fund.

The Schwab Bank representative said that he was familiar with these types of scams and knew how to handle it.

Fearful of monetary or societal failure, many hope that owning gold will bring them peace of mind. This articles reminds us to get peace of mind a different way.

The reason can be explained through a simple analogy about an interior decorator.

I am pleased to announce that our newest CERTIFIED FINANCIAL PLANNER™ (CFP®) professional at Marotta Wealth Management is me!

Once you’ve open an HSA and have started making contributions, it is important that you set beneficiary designations on the account.

Your executor will be grateful for an easier way to settle that part of your affairs.

Roth IRAs can only be funded with earned income. Here is a guide to what the IRS considers to be earned income.

Unlike some other HSA custodians, the beauty of using the Fidelity HSA is you don’t have to open a second account for the purpose of investing your HSA funds.

After a cash allocation for spending, we suggest you invest the remainder of your account in appreciating stocks.

Here are three common Roth transactions and how they interact with MAGI for Roth IRA purposes.