Archive : Trusts, Foundations, and Endowments| Marotta On Money
Archive : Retirement Accounts (IRA, 401k, etc.)| Marotta On Money
In most cases, Schwab's rules around durable powers of attorney help to protect the principal. However, the same rules can also impede the principal's agent.| Marotta On Money
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
A reader asks, "As her descendant and agent following the rules as written, it is my understanding that I could gift myself $14,000 each year. But can I really?"| Marotta On Money
This style of Power of Attorney certainly gets the job done, but there are a few ways that the cookie-cutter POA most frequently fails to meet people's wishes.| Marotta On Money
Next time you are wondering if you should invest now or "wait for a better time," remember Schwab's study and invest now in whatever way makes you invest now.| Marotta On Money
Archive : Investment Decisions and Review| Marotta On Money
Archive : Marotta’s Gone-Fishing Portfolio| 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
This simple example demonstrates the importance of expense ratio.| Marotta On Money
For our standard gone-fishing portfolio, we made two changes.| 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
