Author Archives: David John Marotta

We finally found a great building and decided to purchase it!

“Ascertain whether they’re ready for changes in lifestyle and finances for the next stage of their lives”

The president’s hope to restrict the plans should actually make owners more interested in creating one.

The study shows that 21 percent have saved nothing for retirement.

Many will mislead you into thinking they are “fee-only” when they are not.

Which part of the conservative party appeals best to you: promoting the welfare of big business, legislating morality or advocating personal freedom and responsibility?

Social Security withdrawals have enslaved workers to depend on government largess when they could have been independently wealthy.

David Marotta was recently featured on radio 1070 WINA’s Schilling Show discussing the new MyRA plans, inflation, and saving for retirement in general.

Social Security benefits can represent a big stack of cash. A typical monthly benefit of $2,200 has a present value well over $500,000. Consider all your Social Security options carefully to avoid making a costly mistake.

Even the Social Security withdrawals of average workers would produce millionaires if they were allowed to be saved and invested in private accounts.

How to report a backdoor Roth in Turbo Tax.

The economics of the job market are complicated, and an executive order can’t grant America a higher wage.

Sometimes the best advice is when a competent advisor tells you that you are wrong.

Having community is important for a successful retirement. Men may find it requires more work to achieve.

Willful violations of ERISA legislation carry criminal penalties of up to a year in prison for the plan sponsor and a fine of up to $100,000 for the corporation.

How do you prepare for the end of the world?

Opening an account is the first step in getting started in investing.

Both authors claimed there were errors in our article all the while agreeing with our assessment of the unemployment numbers.

We actually underreported the portion of jobless Americans. It did not include the people who are represented in the unemployment rate.

Economic freedom enriches society, lifts the poor out of poverty and respects the agency and dignity of human choice.

The portfolio of the five freedom countries has an annualized return of 11.06% over the past decade.

David John Marotta was interviewed on radio 1040 WINA’s Schilling Show and talked about preparing for the coming financial apocalypse.

A gone-fishing portfolio has a limited number of investments with a balanced asset allocation that should do well with dampened volatility.

A gone-fishing portfolio keeps investing simple.

A review of last year’s 2013 gone fishing portfolio returns.

The stock market can occasionally benefit from the misery index.

A return to stable money would signal the death of the bitcoin and other stores of value used as hedges against dollar mismanagement.

Here is an asset allocation recommendation for the The University of Virginia Physicians Group 2014 BEST plan.

Becky Akers is a free-lance writer and historian as well as the author of two novels set during the American Revolution.

Whenever the IRS challenges you, the burden of producing evidence that your claims are true rests entirely with you.

When you die, your assets and belongings–called your “estate”–are subject to taxation, but the there is an amount under which the executor of your estate will not have to pay taxes.

How not to do customer service.

Adherence to the fiduciary standard is all about process.

Managing investment assets requires managing investor expectations.

In addition to learning how a viral story can get many of the facts wrong, another more important lesson can be learned from this experience.

Recently we had one of our blogs posts go viral and capture the attention of the national news.

There is a limit, or exclusion–an amount that the government will allow you to gift to a person per year, without incurring tax consequences.

The adventure begins as a tale of interstellar travel, but quickly morphs into a space opera and post-apocalyptic survival story.

Economic Freedom is a good investing strategy.

Here’s to a better 2014!

You should be just as prepared for the possibility that the world as we know it is not ending.

Should I fear panicked looting and riots when the food distribution fails?

Happy Holidays from the team at Marotta Wealth Management, Inc.

This holiday season, remember to cherish the important values of life.

Most financial planning articles about annuities pull their punches.

You can often tell exactly what a piece of legislation will NOT do by what they title it.

When the dust settles, can I really buy things for pennies on the dollar?

It is always a good time to have a balanced portfolio.

Bonds down; US stocks up.

Finally revealed, the life of Fezziwig, an English businessman during the cusp of the Industrial Revolution.