The IRS has a rule that if you are doing a rollover for a 401(k), you have 60 days to complete that process. But what if you experience a tragedy and can’t finish on time?
David John Marotta was interviewed on radio’s Schilling Show discussing the relationship between the government and college education.
It can be easy to forget about your company’s 401(k) because you aren’t depositing the money yourself, your pre-tax contributions are deducted from your paycheck and are electronically deposited by your employer.
With many types of retirement accounts available, it can be difficult to keep track of how much you can put away where, especially if you are eligible to contribute to multiple accounts.
When you sell an investment that has appreciated, the IRS looks at your tax rate and taxes the gains accordingly.
Which company should you choose when you’re opening a donor-advised fund?
David John Marotta was interviewed on radio’s Schilling Show discussing real estate and its importance in your total net worth.
Here are nine steps you should take to make it more difficult for criminals and identity thieves to steal your personal information.
An easy estate workaround is to set up a Donor Advised Fund as a Testamentary fund, meaning you aren’t funding it yet, but it will be funded upon your death.
There are several strategies for using a donor advised fund which will help determine your asset allocation.
With a little preparation, you can save and invest over your lifetime to meet your financial goals and dreams.
Having a budget as a boundary for your spending gives you the freedom to work within that boundary, and keeps you on track to save for your goals.
You probably know that you should spend less than you earn, but that is only part of the equation.
We tracked the price of a first class stamp over the last 130 years, noting the changes, to show the steady erosion in buying power during that time.
David John Marotta was recently interviewed on radio 1070 WINA’s Schilling Show, discussing taxation and the burden of government.
It is the season of spring cleaning, so here’s a calendar of ways to clean up your finances one step at a time.
There are some cases that are not as straightforward and if you fall into these categories, you might not know whether or not you are allowed to contribute to a Roth IRA.
David John Marotta was interviewed on radio 1070 WINA’s Schilling Show discussing three big investing mistakes.
David John Marotta was interviewed on the Schilling Show discussing how the markets performed last year and lists 4 mistakes to avoid.
If you have not yet funded your Roth account for 2015, it is not too late!
Giving appreciated stock not only allows you to support your favorite charity but also avoid paying capital gains tax on your gifted stock.
David and host Rob Schilling discuss what estate planning is, why you want to do it, and explain some of the jargon.
Here are the limits for how much your employer can add to retirement accounts on your behalf.
David John Marotta was interviewed on WINA’s “Real Estate Matters” show with Michael Guthrie, talking about how it is still a good time to buy a house.
Knowing how much you can contribute to your retirement accounts is important.
David John Marotta was interviewed recently on radio 1070 WINA’s Schilling Show discussing financial Christmas gifts.
Here’s a quick guide to the tax brackets and some other useful information for 2016.
The beauty of trusts is that they are very flexible, and an estate lawyer can help you craft a document that will follow your wishes and give you peace of mind.
October showed a sharp reversal of the movements of Resource Stocks.
David Marotta was interviewed recently on radio 1070 WINA’s Schilling Show discussing some of the government’s broken promises
A swimmer takes one stroke at a time and yet makes great progress.
David John Marotta was interviewed on radio 1070 WINA discussing which retirement accounts you should fund for the best tax outcomes.
Marotta Wealth Management is showing original oil paintings by Malcolm Hughes at our office this fall!
David John Marotta was interviewed on radio 1070 WINA’s Schilling Show discussing market volatility.
While helping a family member out is noble, money often complicates the relationship.
An alternate look at the formula using the case study of Kate the Social worker who wants an MBA from Georgetown University.
I have outlined some steps to help you figure out how to pay down your debt and get back on track.
David John Marotta was recently interviewed on radio 1070 WINA’s Schilling Show discussing Nevada’s universal school choice.
The terminology is a little confusing, but you are allowed to have and contribute to both individual retirement accounts and employment-related retirement accounts.
You have 3 basic options, but whichever option you choose, do not lose track of the accounts you own.
Despite the headlines, the global equity markets posted gains last quarter and for the year.
This is a visual summary of the process of getting out of debt.
You have laid a good foundation: you are out of debt (or out of bad debt) and you’re ready for a clean start. Commit to keeping your financial life that way.
Real life rarely goes according to plan. Set aside time periodically to assess your progress.
David Marotta was interviewed on the radio discussing how to figure out know when to realize capital gains and how much to realize when you do.
Now that you know where you are headed and the steps you want to take to get out of debt, it is time to take action!
To get out of debt, you need an emergency cushion, a budget, and a plan of attack.
Make a list of all your debt and figure out where your money is going every month.
Most people are comfortable with having some debt (like a mortgage, for example). But how much is too much?
David John Marotta and Megan Russell were interviewed on the radio discussing ways recent graduates can make themselves more attractive to employers in today’s tough job market.