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How to Calculate Your Possible Health Insurance Subsidies
on November 8, 2021
with No Comments
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
with No Comments
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
with No Comments
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
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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
with No Comments
Stopping to think through questions like these will likely help you make smarter decisions with your spending.
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
with No Comments
There are five ways that both you and the government could make charitable giving more significant.