Newsletter Archive

Marotta On Money - February 13 Newsletter

Investment Vehicles

The Absolutely Last Chance for a Massive Roth Conversion (02-13-2012)

A tax tsunami is coming at the end of this year. The higher your adjusted gross income (AGI), the closer you live to the coast where the tsunami will hit. This will be your last opportunity to safeguard your assets in a lifeboat and avoid getting swamped with taxes. At the end of 2012, the Bush tax cuts will expire and tax rates will go up across the board. Even the 10% bracket will rise to 15%. There will once again be a marriage penalty on two-income families. A phaseout of itemized deductions and personal exemptions will return.
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Upcoming Events

02/14

Valentine's Day

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02/15

5:30pm

Free NCEF Seminar: Last Chance to Put Your Money Where It Will Never Be Taxed Again --with David John Marotta

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In The News

Free NCEF Seminar: Last Chance to Put Your Money Where It Will Never Be Taxed Again

The NAPFA Consumer Education Foundation is holding the following event:

Event: Last Chance to Put Your Money Where It Will Never Be Taxed Again
Date and Time: Wednesday, February 15, 2012 from 5:30 to 6:30 p.m. Q & A session to follow.
Location: Charlottesville Senior Center
Speaker: David John Marotta

Description: We will show you how to execute a Roth conversion in 2012, how much it could save, and how to compute how much of the conversion to keep and how much to recharacterize in 2013. The talk is free and open to the public. A question-and-answer session will follow.

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Featured Video

Video: Roth IRAs Make Great Estate Planning Tools

Financial Harmony in Marriage (05-21-2007)

No married couple wants a scandal, even if it is just financial in nature. Money problems can ruin the love affair with your spouse. The work of blending two lives in harmony requires certain basic commitments. Many families today are financially troubled. Most of these are in denial. The rest of them are looking for a quick fix. Even a financial planner can't help unless the couple is willing to make five simple commitments. You can always choose to find something to fight about.
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marriage