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Our Articles

Artist Interview with Malcolm Hughes
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Marotta Wealth Management is showing original oil paintings by Malcolm Hughes at our office this fall!

Donald Trump’s Tax Plan
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Tax season under Trump’s plan would likely be just as complicated but slightly less painful.

How Much Can I Contribute To A Roth IRA If I Earn Too Much?
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I’m on the borderline for being able to contribute to a Roth IRA. How do I determine how much I can contribute?

How To Correct Excess Roth IRA Contributions
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Regardless of the reason, if you have put too much money in your Roth IRA, the solution is the same.

Can I Contribute To My Wife’s Roth IRA?
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I have earned income but my wife does not. Can I contribute to my wife’s Roth IRA?

U.S. Growth Stocks Stand Their Ground in 2015
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This year, almost every U.S. asset class is in the red except for growth stocks. When the market is throwing punches, you need a tactical defense.

How to Help Clients Cope With Scary Markets
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Staying the course when an index investment is down is very uncomfortable in the short-term but usually the best course of action in the long run.

What is a Backdoor Roth?
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Even over the income threshold, you may still be able to add funds to your Roth IRA with what is called a backdoor Roth.

Mailbag: Roth IRA vs. Roth 401(k), Which is Better?
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Differing legislation makes one of the two preferable.

Mailbag: Can I Use My IRA As Collateral?
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There is a complex way, but we don’t recommend the strategy.

Advisors Save Clients From Costly Mistakes By Social Security Workers
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Those costly mistakes are a fifth of a million dollars in most cases.

When Should You Stop Funding Your HSA?
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You’ve opened your HSA and funded it for several years. When should you stop funding it?

Radio Interview: How Volatile Are the Markets?
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David John Marotta was interviewed on radio 1070 WINA’s Schilling Show discussing market volatility.

Medicare High-Income Premium Surcharges – 2015
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These premium surcharges are typically unavoidable except for some planning a Roth Conversion.

Five Good Reasons to Hire a Financial Advisor and Two Bad Ones
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The job of a financial advisor is to do what you would do if you had the time and expertise.

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