Articles

My grandfather turns 97 this year. While not often celebrated or recorded in history, my grandfather played an important supporting role to many important events.

Yes, but housing is one of many expenses that are subject to a reimbursement limit. Here’s how to do it.

Within employer-sponsored retirement plans, there are special provisions for employees (not owners) who continue to work beyond their typical required beginning date.

This new rule says that the account owner can distribute funds from a 529 plan directly to the designated beneficiary’s Roth IRA and have the rollover “be treated in the same manner as the earnings and contributions of a Roth IRA” (meaning no taxation).

This series of articles covers some of the most common investing mistakes and how to avoid them.

We are very pleased to announce that Greg Vairo is our newest CERTIFIED FINANCIAL PLANNER™ (CFP®) professional at Marotta Wealth Management!

There are strategies to achieve a better inner calm.

We can receive documents to our secure ShareFile client portal.

“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.