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Marco Investment Management

Marco Investment Management seeks to offer the high-net-worth and institutional client peace-of-mind investing through discretionary portfolio management of individual securities. We strive to clearly understand the individual investment objectives of each of our clients so as to properly determine the right investment strategy with a goal of consistently maximizing after-tax returns. We specialize in the financial needs of entrepreneurs with newly created wealth, as well as other high-net-worth and institutional clients. Our firm aims to foster creative thought and build strong, long-term relationships with our clients. We pride ourselves on our commitment to delivering the utmost in customer service to our clients throughout the United States.

Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Life Insurance in Retirement

Shows when coverage may still make sense for retirees.

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Consider Roth for Tax-Free Income

Describes how Roth accounts can generate tax-free retirement income.

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Important Tax Breaks for Pass-Through Businesses

Explains potential 20 % QBI deductions and qualified property benefits for pass-through entities.

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Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Savings Accumulation

Estimate the future value of your current savings.

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