Articles

Sadly, we have to say no. Even though we won’t be your executor, we are still here to help your executor, trustee, and loved ones through the estate maintenance and settlement process.

A dollar saved on taxes is worth more than an extra dollar of income because the extra dollar of income is in itself taxable.

Exact asset location depends on the percentage of a portfolio held in each of the three types of accounts as well as the percentage of the portfolio which is to be allocated to each selected sector. But the boost in after-tax returns is well worth the effort.

We do not believe that investing should be expensive.

Many executors, trustees, or even estate plans make careless mistakes which end up in Roth IRAs being distributed too quickly. Here’s a list of ways to prevent your estate plan from ruining your Roth.

An advisor’s job is to recommend the optimum asset allocation regardless of how the client might answer a survey about risk tolerance.

When you finish your tax preparation, it is time to begin tax planning.

Saving money is not enough. You need to save and invest.

There are different tables and formulas used to calculate your RMD divisor based on your particular circumstances. Here is a calculator for the three most common.

“Develop spending discipline. People too often forget that the real enemy of investment is consumption.”

Inherited RMD rules demonstrates the power and importance of beneficiary designations and why it is so important to set them.

You can’t touch the earnings on your contributions until you’ve had an account open for 5 years and you’re either over age 59 ½ or you meet special exceptions.

Dividends and interest received from U.S debt obligations can be deducted on many state tax returns.

David John Marotta was interviewed on the Schilling Show discussing trickle-down economics and taxes.

Do mutual funds with 5-star Morningstar ratings have better future returns?