Articles

Which company should you choose when you’re opening a donor-advised fund?

The IRS does not require dependents whose gross income is only earned income to file a tax return if the amount is less than a certain amount.

Despite the fact that millions serve in a fiduciary role, many are wholly unaware of their legal responsibilities.

Many advisors and most investors don’t really understand the math on how to compute investment returns.

David John Marotta was interviewed on radio’s Schilling Show discussing real estate and its importance in your total net worth.

We know how federal rules require you to either have tax withheld or make estimated payments of tax that will be due, but it is easy to forget that states have their own revenue departments and their own rules.

Our minds are wired to quickly generalize on perceived trends and react to them.

Bear Markets are unpredictable, but there is no reason that they should be a cause of distress.

We have calculated safe withdrawal rates for ages 0 to 100 based on age-appropriate asset allocation mixes.

There are at least five reasons to hold cash. Without a good reason to hold cash, you may be holding too much.

It should be clear that “fee-only” means “fee-only,” not “fees and third-party manager revenue-sharing and trailing mutual fund fees.”

A Roth recharacterization is a true undo; it is as though you never converted those assets in the eyes of the IRS. This includes recalculating your RMD had you not converted the assets.

Before the children arrive, squirrel away some money. When the children go out on their own you get one last chance to save for retirement.

The estate tax return is definitely complex, but that’s because it has to account for the multitude of special rules that only apply to a few households.

The future may be uncertain, but the markets are quite reliable in the long run.