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Introduction to Freedom Investing (Podcast)
on December 24, 2021
with No Comments
On Friday, November 5, 2021, Megan Russell was interviewed by Michael Morton of Financial Planning for Entrepreneurs podcast to discuss Freedom Investing.
How to Avoid an IRMAA Medicare Premium Surcharge 2022
on December 21, 2021
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To avoid getting issued an IRMAA, you can proactively tell the SSA of any changes your income has seen in the past two years using a “Medicare Income-Related Monthly Adjustment Amount – Life-Changing Event” form.
Review: Amazon Rewards Visa Signature Credit Card
on December 20, 2021
with No Comments
All in all, this card is a fairly easy way to pay 5% less for any Amazon purchase.
Gift Ideas for 4-Year-Olds
on December 16, 2021
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As the proud mother of a now five-year-old daughter, I thought I’d record some of my and my firstborn’s favorite things from this past year as helpful ideas for gifts from grandparents.
Best Credit Cards of 2022 for Those with Excellent Credit
on December 14, 2021
with No Comments
These credit cards won’t change your life, and they shouldn’t, but they can get back a very small portion of the money you spend each month.
Your Children Are Not Entitled To Your Retirement Savings
on December 13, 2021
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Hard work can often only be learned by struggling. You can’t teach your children to live within their means if you always supplement their means.
Account Funding Priorities for 2022
on December 7, 2021
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Which account you should fund depends on your circumstances. However, there are some general guidelines you can follow to make your decision.
2022 Contribution Limits
on December 3, 2021
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Even though it doesn’t feel like it sometimes, contribution limits are indexed to inflation.
Annuities: Just Say No.
on November 29, 2021
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You don’t need their product. You don’t even need to know why their specific product is bad. Just say no.
Can Taxable Life Insurance Benefits Contribute to an IRA?
on November 26, 2021
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If you have this fringe employer or former employer benefit, I hope you are able to take advantage of making small Roth IRA contributions throughout your retirement.
Dying Young is Not A Retirement Plan
on November 22, 2021
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Yes, many retirees may die with significant assets. However, this helps to ensure that they have sufficient assets to support their lifestyle should they make it to age 100.
Q&A: How Do I Inherit a Relative’s 401(k) plan?
on November 19, 2021
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“I’m 19 years old. How do I inherit a 401(k) from my aunt?”
Radio: Health Insurance Subsidies and Inflation
on November 15, 2021
with No Comments
On Tuesday, November 9, 2021, David John Marotta appeared on Radio 1070 WINA’s Schilling Show with Rob Schilling to talk about health insurance subsidies and inflation.
Q&A: Can I Leave Money to a 529 in My Estate?
on November 12, 2021
with No Comments
Can I leave money directly to those 529 plans in my estate plan?
The Costly Effect Of Saving In A Taxable Account
on November 9, 2021
with No Comments
The annual drag of taxable account taxation may seem like a small amount, but the effect over long periods of time such as 30 years is significant.