Newsletter Archive

Marotta On Money - February 27 Newsletter


Investment Vehicles

Roth IRA Conversion 2012: A Roth Conversion Calculator (02-27-2012)

Nearly everyone is an excellent candidate for executing a Roth conversion this year. At the end of 2012, tax rates are going up across the board. With political gridlock and a debt-strapped national government, tax rates are unlikely to be this low again in the near future. We recommend enlisting the professional assistance of a personal fee-only financial planner and a certified public accountant in the process. Each step taken with care could save you a significant percentage of your income or net worth. The first decision is to do a Roth conversion. The second is how much to convert.
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In The News

David John Marotta Quoted in the "Washington Examiner" on Rising Taxes

"Washington Examiner" columnist Paul Bedard quoted David John Marotta on rising taxes. Read this week's article on Roth Conversion Calculations to see how to avoid heavy taxation on retirement accounts in the future.

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Multiple Accounts: An Essential Management Tool (03-14-2011)

To build real wealth, you need specific wealth management tools. One of these is opening the right accounts and using them correctly. Most families have less than half of the accounts they really need, and young newlyweds often only have a checking account. Here is a description of each wealth-building account, roughly in the order a young couple would need them. *Joint checking account:* This account should only hold money you need to maintain your lifestyle. Keep the balance between two and three times your monthly spending. Save and invest any additional.
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Investment Vehicles