We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives. We actively encourage the do-it-yourself people of financial planning to subscribe to our newsletter and provide themselves with comprehensive wealth management. For people who don’t want to do it alone, we encourage you to see if we are a good fit for you and get started as a client.
U.S. Investing in Review (December 2021)
on February 21, 2022
with No Comments
We anticipated Consumer Staples to have a lower expected return but a larger risk-adjusted return and we expected Biotechnology to have very volatile returns with lower correlations to the other sectors. Both of those things happened in 2021.
Few Spaces Left in Marotta’s Online Class (Thursdays in March 2022)
on February 18, 2022
with No Comments
The class will be held virtually on Zoom each Thursday from noon to 1:00 PM EST between March 10 and March 31, 2022.
Radio: A Review of Freedom in the United States (2022)
on February 17, 2022
with No Comments
On Tuesday, February 8, 2022, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about “The Failure of Government.”
Is a SEP-IRA or Solo-401(k) Better?
on February 15, 2022
with No Comments
A SEP-IRA can be opened any time before you file your tax return and you can make prior-year contributions at that time. In contrast, a solo-401(k) must be opened and contributed to before the year end to count for that tax year.
Where Should an Individual Investor Open Accounts? (2022)
on February 11, 2022
with No Comments
It is better to begin somewhere than not start at all.
#TBT How to Report a Backdoor Roth or Nondeductible Contribution on Your Tax Return
on February 10, 2022
with No Comments
This 2020 article is for tax preparers of the world. If you did a backdoor Roth this year, send it to yours.
Am I Limited to Only One Roth Conversion Per Year?
on February 8, 2022
with No Comments
Most people are able to do direct rollovers from a traditional IRA to a Roth IRA. In this way, most people can do any number of Roth conversions in one twelve-month period.
June Marotta’s Lesson Plan for Social Responsibility and Economics
on February 4, 2022
with No Comments
Like any good free market system, it is infinitely flexible, adapting to the needs and resources of the environment.
#TBT No One Tells the IRS You Did a QCD Except You
on February 3, 2022
with No Comments
Be sure to remember to tell your tax preparer that you did a QCD.
Enroll in Marotta’s Online Live Class (OLLI 2022)
on February 1, 2022
with No Comments
The class will be held March 10 through March 31, 2022 each Thursday from noon to 1:30 PM on Zoom.
Even The Premium is Risky in Long-Term Care Insurance
on February 1, 2022
with No Comments
Add this to the list of reasons to avoid long-term care insurance and strive to self-insure.
#BestOf2021 The Value of Systematic Roth Conversions
on January 28, 2022
with No Comments
Why do people do Roth conversions? Should I? This timeless article and video answers all your questions.
#TBT Roth Conversions are More Valuable During Bear Markets
on January 27, 2022
with No Comments
This 2020 article reminds us that if you ever sad about the size of your IRA balance, it might be a good time to convert to Roth.
Swap to Franklin Funds Saved Clients Over $100,000
on January 25, 2022
with No Comments
The estimated advantage of Franklin funds during 2021 was 0.40% or $118,955.
Individual Foreign Health Care in Review (December 2021)
on January 21, 2022
with No Comments
An initial equal weight strategy of these 26 companies implemented on January 1, 2021 and held without further buys or sells through December 31, 2021 had a +8.64% advantage over the foreign healthcare benchmark.