We have no secret ingredient at Marotta Wealth Management. Instead, we openly and publicly publish our strategies as articles on our website. We strive to provide the necessary resources for anyone to prepare their own investment plan and meet their financial objectives.

We actively encourage the do-it-yourself people of financial planning to subscribe to our newsletter and provide themselves with comprehensive wealth management.

For people who don’t want to do it alone, we encourage you to read our articles to get a fuller understanding of how our services work to see if we are a good fit for you. If you are interested, we would be happy to help you get started as a client!

Our Articles

When You Should Not Do a Backdoor Roth
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Like how diner coffee gets more bitter as the waitress tops off your cup with more coffee from the pot, so too the growth on your nondeductible assets increases your tax owed by decreasing the percent post-tax assets in your cup.

How to Readjust Your Retirement Plan
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Sometimes the change can be in a direction you did not expect.

Invest Even When Afraid
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You can’t invest for the future in the future. Don’t let your fear of the future ruin your future.

How to Save for Retirement
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Every pay period, pay yourself first. You won’t miss what you don’t see.

How to Plan for Retirement
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Failure to plan for retirement is the primary reason why retirement plans fail.

Why Trusts Are So Confusing
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Trusts are like Calvinball except that the government is trying to play referee. It is quickly confusing.

Retirement Assumptions Are Critical
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Retirement doesn’t give you a second chance. Measure twice and retire once.

Generational Financial Planning Within The Kiddie Tax Limits
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Families that consider generational financial planning techniques can reduce the burden of taxes on the family as a whole.

Age Restriction on Qualified Charitable Distributions Limits Inherited IRA Gifting
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Unfortunately the age restriction makes the charitably-inclined young, who are more likely to be in the 0% capital gains bracket, unable to make QCDs.

Our Customized Roth Conversion Recommendations
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I have learned there are so many more wise plans than just “top of the bracket” conversions.

Morgan Stanley Is A Terrible Choice
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I normally try to refrain from “bashing the competition,” but in this case, the competition’s practices are, at least to me, a moral issue.

How much do you need to save this month?
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Find out today how much you should be saving and investing this month! If you think a $1 million dollar portfolio is overkill, you haven’t really run the numbers.

An Overview of Robo-Investing
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A few years ago, there was a great rise of so-called robo-advisers, computer programming that enabled setting a simple asset allocation on the security level and then automatic rebalancing to those targets for each security.

An Asset Allocation For Your Health Savings Account
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You are unlikely to need funds for any long-term care episode until about age 85. Given the long time horizon, we suggest investing your HSA for appreciation.

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