As part of SECURE Act 2.0 legislation, an Individual Roth 401(k) plan is a new account registration type available to Schwab clients.| Marotta On Money
Before you say, "Oh, that doesn't sound too hard," you simply haven't thought of the complexity.| Marotta On Money
Furthermore, it is difficult for clients to locate the full account number through simple clicking around the online portal. Instead, you have to know where to look.| Marotta On Money
Archive : Dark Side of Financial Services| Marotta On Money
You have until April 15 (or October 15 with an extension) of the next year to finish up your prior year SEP IRA funding.| Marotta On Money
Archive : Investment Decisions and Review| Marotta On Money
This quarter, we saw that in 1-year returns ending December 31, 2023, Developed Freedom Investing had a -3.97% disadvantage, Emerging Market Freedom Investing had a +4.9% advantage, and Overall Freedom Investing had a -1.27% disadvantage.| Marotta On Money
Archive : Marotta’s Gone-Fishing Portfolio| Marotta On Money
This quarter, we saw that in 1-year returns using the dynamic tilt and ending June 30, 2024, Developed Freedom Investing had a -0.14% disadvantage, Emerging Market Freedom Investing had a -0.02% disadvantage, and Overall Freedom Investing had a +0.36% advantage.| Marotta On Money
While it is possible a trusted contact may provide you with some protection, it cannot replace a durable power of attorney.| Marotta On Money
Archive : Required Minimum Distributions| Marotta On Money
Estate planning is a task which is never useful until it is too late to do it.| Marotta On Money
On June 2024, Schwab provided an update about viewing and taking your RMD on Schwab.com.| Marotta On Money
There are no financial hooks, termination fees, or such imposed by our firm.| Marotta On Money
I think the intent of this list is to make advisors feel under-prepared and thus more likely to sign up for one of the paid newsletters Ed Slott provides. Regardless, here are my answers.| Marotta On Money
We agree with Kleintop's assessment that valuations suggest that international equities are poised for more gains.| Marotta On Money
The CFP Board is compensation neutral, but it is only because of how they are paid.| Marotta On Money
This simple example demonstrates the importance of expense ratio.| Marotta On Money
Biden's state of the union address makes clear who he wants to tax.| Marotta On Money
For our standard gone-fishing portfolio, we made two changes.| Marotta On Money
This gone-fishing portfolio is our default portfolio which can be used at any custodian.| Marotta On Money
We recommend this gone-fishing portfolio for investors with brand loyalty to Vanguard.| Marotta On Money
Last year, our 2023 Marotta’s Gone-Fishing Portfolio was a recommendation of 12 stock investments. This article is to report on the 2023 performance of those twelve stocks.| Marotta On Money
