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Q&A: How Do I Inherit a Relative’s 401(k) plan?
on November 19, 2021
with No Comments
“I’m 19 years old. How do I inherit a 401(k) from my aunt?”
Radio: Health Insurance Subsidies and Inflation
on November 15, 2021
with No Comments
On Tuesday, November 9, 2021, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about health insurance subsidies and inflation.
Q&A: Can I Leave Money to a 529 in My Estate?
on November 12, 2021
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Can I leave money directly to those 529 plans in my estate plan?
The Costly Effect Of Saving In A Taxable Account
on November 9, 2021
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The annual drag of taxable account taxation may seem like a small amount, but the effect over long periods of time such as 30 years is significant.
How to Calculate Your Possible Health Insurance Subsidies
on November 8, 2021
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If you are already shopping for health insurance for 2022, consider getting an on-exchange health insurance plan. You may be surprised at how much subsidies you can receive.
How the Wealthy Can Take Advantage of Health Insurance Subsidies in 2022
on November 1, 2021
with No Comments
If you are currently shopping for health insurance for 2022, consider getting an on-exchange health insurance plan. You may be surprised at how much subsidies you can receive.
Purchasing an Annuity was My 42-Year Financial Mistake
on October 29, 2021
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You don’t need to know why an annuity is a bad deal to say no.
Radio: Systemic Inequality in the Social Security Rules
on October 25, 2021
with No Comments
On Tuesday, August 10, 2021, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about Systemic Inequality in the Social Security Rules.
Be Relentless About Turning Off Marketing
on October 22, 2021
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By being relentless about turning off marketing, you protect your finances from the poor decisions that advertising inspires.
How To Use a Marotta Capital Gains Tax Hurdle Report
on October 19, 2021
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These complex formulas help decide when highly appreciated investments should be sold and the proceeds put in a different investment philosophy.
How to Donate Appreciated Stock to Your Donor Advised Fund (Schwab Charitable)
on October 15, 2021
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Once your Donor Advised Fund has been opened, Schwab Charitable has a very straightforward process for donating appreciated stock to charity.
Freedom Investing in Review (September 2021)
on October 12, 2021
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This quarter, we saw that in 1-year returns ending September 30, 2021, Developed Freedom Investing had a +0.70% advantage, Emerging Market Freedom Investing had a +1.64% advantage, and Overall Freedom Investing had a +0.71% advantage.
The Role of a Roth IRA in Early Retirement
on October 8, 2021
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There are several distribution rules that make Roth IRAs great savings tools for early retirees.
#TBT How to Self-Insure for Long-Term Care Health Expenses
on October 7, 2021
with No Comments
Long-Term Care insurance is too risky and too expensive. If you can self-insure, you will likely be better off.
Founder’s Day: Celebrating George Marotta (Part 1)
on October 5, 2021
with No Comments
My grandfather turns 95 this year. He is one of my role models and favorite people. What a joy to celebrate him.