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Having a financial advisor who has discretion over your accounts is only a good idea if your financial advisor is covered under the fiduciary duty and is fee-only.

Here are some options for helping your child purchase their first home.

Step by step, this article shows how you can determine what taxes and penalties are owed on non-qualified distributions.

By flowing money through a 529 account, a Virginia tax payer could receive a $575 discount on their private school tuition.

Interestingly, being a fiduciary though is not a job description as much as it is descriptive of the kind of job that you do.

Depending on your particular case and Social Security agent, you may get your surcharge waived, lowered, or upheld.

Fortunately, closing a specific account doesn’t reset your Roth clock.

There are three clear options: future value schedule, a product array, or a large table.

On Tuesday, December 15, 2020, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to talk about his newly co-authored book, “The Haunting of Bob Cratchit.”

Sometimes you may want to check in on your current running total of net capital gains during the current tax year. Luckily, there is a page on Schwab Alliance which shows you just that.

We hope this small increased exposure to foreign healthcare will help capture some of the efficiencies we believe to have found.

A new book by David John Marotta and Brendon Marotta makes you rethink what is happening in Charles Dickens’ A Christmas Carol.

In the same night in which Ebenezer Scrooge is haunted, the spirits also visit Bob Cratchit.

Roth conversions can only be performed during the IRA owner’s lifetime.

Which of these three methodologies you prefer depends on your reason for giving.