Newsletter Archive

Marotta On Money - September 14 Newsletter


Investment Vehicles

The Very Last Chance for a Massive Roth Conversion (09-13-2010)

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 2010, 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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In The News

This Thursday, Sept. 16! Seminar at the Senior Center: Last Chance for a Roth Conversion

*Thursday, Sept. 16, 5. 30-6. 30pm with Q&A: 6. 30-7. 30pm* *Seminar at the Charlottesville Senior Center (1180 Pepsi Place)* Paying taxes on Roth IRAs is like paying taxes on an acorn, while paying taxes on traditional IRAs means the acorn is bigger, but you pay taxes on the oak.
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Featured Video


Video: College Planning

A College Degree is Worth a Million Bucks (09-26-2005)

Part one in a six part series on planning, saving, and paying for college. A college degree is worth more than its weight in gold. In fact, the value of a college education is worth about $1 million, according to a 2002 study conducted by the US Census Bureau. In the face of rising college tuition costs, education may seem like an impossible dream, but education is a key part to your financial well-being. As with any big investment, diligent planning and saving is required. After graduating from Stanford in 1982, my newlywed wife and I moved to Eugene, Oregon.
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College Planning