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Radio: Ten Attractive Investment Categories for 2018
on January 13, 2018
with No Comments
On January 9, 2018, David John Marotta appeared on Radio 1070 WINA’s Schilling Show to discuss ten investment categories that look more attractive than the S&P 500 at the start of 2018.
Is a Home Storage Gold IRA Legal?
on January 12, 2018
with No Comments
My understanding is that being the custodian of your own IRA assets is illegal. Also, we believe that investing your IRA in gold is not a good idea even if you have a third party custodian.
#TBT You’re Fired! Now Get to Work!
on January 11, 2018
with No Comments
Back in 2004, we watched Donald Trump as a reality TV show star. This throwback article is an inspiring reminder that “You’re fired!” can be an opportunity to work for yourself.
How Do I Take an RMD from an Illiquid Asset?
on January 9, 2018
with No Comments
The tax penalty for failing to take an RMD is steep at 50% of the amount you fail to take, so it is essential that you make the effort to take your RMD, even when having illiquid investments creates extra hassle.
RMD Mistake: Aggregating the Wrong Accounts
on January 8, 2018
with No Comments
Can you aggregate RMDs? Yes, for some account types. Should you aggregate your RMDs? Not unless you have a really good reason to.
How to Analyze an Individual Stock
on January 5, 2018
with No Comments
Let’s use some of the publicly available information about HubSpot, Inc. (HUBS) to see what factors the stock shares.
Open a Roth IRA Today or Regret It Later
on January 2, 2018
with No Comments
Seriously, open and fund your Roth IRA now. You’ll regret it later if you don’t get started now.
2018 Retirement Plan and HSA Contribution Limits
on January 1, 2018
with No Comments
Here are the numbers for how much you can save in retirement accounts and Health Savings Accounts in 2018.
Spam Solicitation from Albemarle Insurance Agency
on December 29, 2017
with No Comments
Albemarle Insurance Agency’s hiring solicitation shows the difference between insurance salesmen and fee-only fiduciary advisors.
My Best Case for Socially Responsible Investing
on December 26, 2017
with No Comments
My best case for SRI is a personal story of lace, oil paintings, tobacco, and Ray Stedman.
Marotta on A Christmas Carol
on December 25, 2017
with No Comments
Charles Dickens’s A Christmas Carol is one of the best stories for talking about economics.
Q&A: Can I Pay for My Student’s Computer Repair Using 529 Funds?
on December 21, 2017
with No Comments
In 2015, Congress passed the PATCH Act that included a provision which allowed computer purchases to be a qualified education expense for 529 plans. But what of computer repairs?
New 2018 Tax Law (Tax Cuts and Jobs Act)
on December 19, 2017
with No Comments
The Tax Cuts and Jobs Act came out of conference, which means that the House and Senate bills have been reconciled into one piece of legislation.
Your Portfolio May Be Missing Canada
on December 19, 2017
with No Comments
Under weighting Canada could have the effect of diminishing your returns. If your fund under weights Canada, consider switching to a lower cost fund which properly represents it.
Gift Ideas for Your Grandbabies: 0-12 months
on December 18, 2017
with No Comments
As the proud mother of a one-year old daughter, I thought I’d record some of my and my firstborn’s favorite things from this past year as helpful ideas for gifts from grandparents.