Marmo Financial Group

04/20/2025

03/21/2025

With less than a month left before the regular filing deadline, there's no time like the present to begin filing your taxes.

03/17/2025

Did you know St. Patrick's original name was Maewyn Succat? He was born in the 4th century Roman Britain.

02/17/2025

Originally a celebration of Washington's birthday, this federal holiday now offers us the chance to remember the contributions of all Presidents. Think of your favorite and enjoy a nice boost of civic pride.

01/27/2025

Do you know your IRA Contribution Deadlines?

⚫ You have until April 15, 2025, to make a 2024 IRA contribution.

⚫ Once you reach age 73, you must begin taking RMDs from a traditional IRA in most circumstances. Withdrawals from traditional IRAs are taxed as ordinary income and, if taken before age 59½, may be subject to a 10% federal income tax penalty.

⚫ To qualify for the tax-free and penalty-free withdrawal of earnings, Roth IRA distributions must meet a 5-year holding requirement and occur after age 59½. Tax-free and penalty-free withdrawals can also be taken under certain other circumstances, such as the owner's death. The original Roth IRA owner is not required to take minimum annual withdrawals.

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12/24/2024

🎄✨ Wishing You a Merry Christmas and Happy Holidays! 🎁✨

During this special season, we want to take a moment to wish you and your loved ones all the joy, peace, and warmth that Christmas brings. May your home be filled with laughter, your hearts with love, and your days with beautiful memories.

Thank you for being a part of this wonderful journey. Here’s to a festive holiday season surrounded by family and friends, and to a bright, prosperous new year ahead! 🌟

11/28/2024

Thanksgiving provides a wonderful opportunity to reflect on all the good things in our lives and to cherish the family and friends who make our days brighter. With excitement for the year ahead, let's embrace a holiday season filled with the joys of love, connection, and togetherness. Wishing you a delightful Thanksgiving and a fantastic holiday season!

09/02/2024

Happy Labor Day! 🛠️
Today, we take a moment to recognize and appreciate the hard work of individuals across the nation.

Whether you're relaxing at home or enjoying a well-deserved day off, I hope you're able to recharge and enjoy this special day.

To the builders, creators, and doers: Happy Labor Day!