Newsletter Archive

Marotta On Money - February 20 Newsletter

Investment Vehicles

Roth IRA Conversion 2012: Are You a Good Candidate? (02-20-2012)

A tax tsunami is coming at the end of this year. And this is the absolutely last chance for a massive Roth conversion. Two years ago the Bush tax cuts were extended for two years. But the snooze button is running out, and this time the likelihood of another extension is slim. You have just 10 more months to do a Roth conversion under these lower tax rates and move your money to where it will never be taxed again.
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Upcoming Events

03/14

5:30 pm

Free NCEF Seminar: Social Security: How to get $250,000 More from the IRS --Matthew Illian presents

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03/15

Corporate Tax Returns Are Due

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In The News

David John Marotta Contributes to Forbes Blog

David John Marotta has recently become a regular contributor to the Forbes blog, discussing personal finance and market trends.

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Featured Video

Video: Roth IRAs Make Great Estate Planning Tools

Getting Started With Investing (04-20-2009)

There isn't a better time to invest than today. The way to build real wealth is by living well below your means and then saving and investing the difference. The poor buy things; their homes are cluttered with them. The middle class buys liabilities like second homes and boats, and then they are obliged to make payments and upkeep on them for years. In contrast, the rich buy investments that appreciate and pay them dividends and interest for decades. Despite recent market turmoil, historic long-term returns still average 10% to 12%.
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savings