Jim Lorenzen, CFP®, AIF® More and more boomers are beginning to approach retirement. No news there; but something’s been happening – and continues to happen
Jim Lorenzen, CFP®, AIF® When I first entered the advisory business in the early 1990s, financial entertainment television was a new phenomenon. All the tv
Jim Lorenzen, CFP®, AIF® For some, managing a large inheritance can be as daunting as winning the lottery; the windfall may sound good initially, but
You’ve just inherited an IRA from someone not your spouse… usually a parent. Guess what! Your rules are different.
If you’ve changed jobs or are getting ready to retire, don’t leave your old retirement account behind. Rolling over your employer-sponsored plan—like a 401(k) or 403(b)—into an IRA or new employer’s plan keeps your money growing tax-deferred and gives you more control over your investments.
