Newsletter Archive

Marotta On Money - December 05 Newsletter


Retirement Planning

Can I Continue Retirement Saving Past Age 70 1/2? (11-28-2016)

With many people living and working longer, there are important tax saving opportunities to contribute, defer, or convert well past age 70 ½. A nice reminder by William H. Byrnes, and Robert Bloink is in their article "The Post-70 1/2 Retirement Plan Contribution Rules[http://www. thinkadvisor. com/2016/08/22/the-post-70-retirement-plan-contribution-rules?slreturn=1478385183&page_all=1]" about options to continue contributions which reads in part: The rules for post-70 ½ IRA contributions depend upon whether the account is a traditional IRA, Roth IRA or SEP IRA.
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In The News

How To Whitelist An Entire Domain In Gmail

We have found that Gmail users often find that they fail to receive legitimate email messages from financial firms.
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Belle Didn't Really Love Scrooge (12-11-2006)

About this time each year I re-read "A Christmas Carol," by Charles Dickens. By far, the saddest portion of the book is the scene where the ghost of Christmas past forces Ebenezer to relive the day his fiancée breaks their engagement and his heart. While we often assume that Ebenezer did not love Belle, the sad truth is that Belle never really loved Scrooge. Belle's financial personality is what Bert Whitehead, financial expert and author, describes as a "Bon Vivant" in his book "Facing Financial Dysfunction. " In his book, Whitehead maps financial personality on two different axes.
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christmas carol

Dickens' "A Christmas Carol"