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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
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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
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My grandfather turns 95 this year. He is one of my role models and favorite people. What a joy to celebrate him.
How To Spend: Avoid Impulse Purchases
on October 4, 2021
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Stopping to think through questions like these will likely help you make smarter decisions with your spending.
#TBT My Grandfather’s Journal: Don’t Be Afraid to Try
on September 30, 2021
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I have enjoyed rereading the journal of my maternal grandfather, Donald Mortlock. He started writing it on his 75th birthday.
All About Elias McQuade, CFA
on September 28, 2021
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We are very pleased to announce that Elias McQuade is our newest CFA® charterholder at Marotta Wealth Management!
How Your Tax Is Calculated: Qualified Dividends and Capital Gains Worksheet
on September 24, 2021
with No Comments
The 25 lines of the Qualified Dividends and Capital Gain Tax Worksheet are so simplified, they end up being difficult to follow what exactly they do. So, for those of you who are curious, here’s what they do.
#TBT Appreciating Donor Advised Funds
on September 23, 2021
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There are five ways that both you and the government could make charitable giving more significant.
Q&A: How Does Your Investment Strategy Work?
on September 21, 2021
with No Comments
I recently received the following paraphrased questions from a prospective client and here were my replies.
Individual 401(k) Elective Deferral Limits and Deadlines
on September 20, 2021
with No Comments
You as the business owner have until the tax-filing deadline to complete both your profit-sharing and elective deferral contributions.