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With timeless advice, this article can help you make decisions during uncertain times.

Avoid allowing the firm that has custody of your assets to also give you advice.

To take advantage of tax-free penalty-free Roth withdrawals of contribution basis, you need to keep careful records of your Roth contributions.

Sadly, the IRS is very clear about this; contributions must be cash.

A timeless question with a consistent answer, this article helps you determine if your asset allocation is appropriate enough that you should continue to stay the course.

Instead of changing your investment strategy, you should focus on changing your spending habits and charitable giving to help further the social good you want in the world.

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.”