Jim Lorenzen, CFP®, AIF® The 2016 Retirement Health Care Costs Data Report recently released by Healthview Services found that health care costs are continuing to
Jim Lorenzen, CFP®, AIF® Choosing between pension options can be a difficult task. Choosing an option that guarantees your spouse pension benefits after your death
Jim Lorenzen, CFP®, AIF® This sign represents the off-ramp many pre-retirees are seeking; but, there are usually many unforeseen detours before getting there; and, too
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.
