Articles

I was always met with the following error message: “We cannot create an account for the Social Security number you entered.”

We often get the question from plan participants, “What should I invest in?” Here are our recommendations in order.

Dimensional’s analysis found that top funds do not repeat.

Asset classes are best defined by looking at the correlation of their returns. These four 2015 articles take a close examination at the three appreciation asset classes.

We continue to believe that diversification among many different countries provides a more consistent return than investing entirely in the United States.

“I will be turning 70 1/2 and wanted to start making contributions to charity from an IRA and taking the QCD at that time. Would this bill require me to wait two more tax years, until I am 72, to do this?”

Rumors suggest that the network’s vetting is a five minute process where you are told the fees are about $1,000 a month.

In case you missed it, here is the overview of our Marotta’s 2019 Gone-Fishing Portfolios. These are our recommended simple asset allocations for those just getting started with investing.

Thirty years of interest, dividends, and capital gains tax is a significant savings.

What ever happened to that check? Here’s how to find out if it a Schwab check you wrote has been cashed by the recipient.

The unpleasant reality is that socialism quickly turns to the use of force to bring about their vision of society.

An analysis of changing to lower cost funds.

On May 23, 2019, the House passed the Setting Every Community Up for Retirement Enhancement Act of 2019 with a vote of 417 Yeas and 3 Nays. It is on its way to the Senate.

For those who are doing it themselves, this page can help you satisfy this important IRS requirement.

Most divisors are looked up in tables based on your age. Others are calculated based on last year’s divisor. Some particularly unfortunate cases have distribution deadlines rather than divisors at all.