Year: 2016

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Retirement

The 401K Failure

Are we in the midst of a 401(k) failure? Some time ago,PBS aired an excellent program on retirement and how the various generation, including baby

August 3, 2016

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Planning

HEALTH CARE COSTS MAY EAT HALF OF YOUR SOCIAL SECURITY INCOME

Jim Lorenzen, CFPÂ®, AIFÂ® The 2016 Retirement Health Care Costs Data Report recently released by Healthview Services found that health care costs are continuing to

July 27, 2016

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Planning

Pension Plan Retirement Options

Jim Lorenzen, CFPÂ®, AIFÂ® Choosing between pension options can be a difficult task. Choosing an option that guarantees your spouse pension benefits after your death

July 13, 2016

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Investing

Investment Returns Can Be Misleading.

Jim Lorenzen, CFPÂ®, AIFÂ® This sign represents the off-ramp many pre-retirees are seeking; but, there are usually many unforeseen detours before getting there; and, too

July 6, 2016

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Planning

Rollover Mistakes Could Be Irrevocable!

Jim Lorenzen, CFPÂ®, AIFÂ® According to Cerulli Associates, rollovers from 401(k)s and other retirement plans will cause IRA assets to reach $12 trillion by 2020,

June 29, 2016

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Investing

The Road to Retirement = 4 Simple Steps

Jim Lorenzen, CFPÂ®, AIFÂ® When I was young, my father once advised, “Jim, just save 10-cents out of every dollar you ever earn and you’ll

June 22, 2016

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Planning

RMD’s: A Quick 4-Tip Checklist for Baby Boomers

James Lorenzen, CFPÂ®, AIFÂ® Remember the 1990s? That was when every business channel had multiple programs with business gurus picking and ranking mutual funds. It

June 15, 2016

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Life Insurance

How to Plan for a “Late Life” Income Without Giving Up Control

Jim Lorenzen, CFPÂ®, AIFÂ® Scott and Linda (not their real names) have done everything right: They’ve worked hard, saved and invested wisely, and did all

June 15, 2016

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Investing

A “Safe” Route to Higher Income in a Rising Rate Environment

Jim Lorenzen, CFPÂ®, AIFÂ® Think interest rates may be headed up in the future? Looking for a “safe” way to produce a rising income if

June 7, 2016

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Retirement

Final Opportunity To Register

LAST CHANCE TO REGISTER THIS WEBINAR: PLANNING RETIREMENT IN AN UNCERTAIN WORLD Tomorrow, June 4th: 9 a.m. Pacific, noon Eastern Register here and receive our

June 3, 2016

Most Popular:

Five Sneaky Tax Traps – and How You Can Dodge Them!

IRA Beneficiary Rules for Children are Different.

How to Plan for a Tax Free Retirement

Five Sneaky Tax Traps – and How You Can Dodge Them!

May 27, 2025

Congratulations—you’ve built up a healthy retirement nest egg, maybe even a couple million bucks in a traditional IRA. Cue the applause! No worry about tax traps now! But as you reach retirement and start thinking about how to spend it (or pass it on), Uncle Sam is waiting with a few surprise moves that could mess with your plans. These are the tax traps.

IRA Beneficiary Rules for Children are Different.

May 6, 2025

You’ve just inherited an IRA from someone not your spouse… usually a parent. Guess what! Your rules are different.

Year: 2016

The 401K Failure

HEALTH CARE COSTS MAY EAT HALF OF YOUR SOCIAL SECURITY INCOME

Pension Plan Retirement Options

Investment Returns Can Be Misleading.

Rollover Mistakes Could Be Irrevocable!

The Road to Retirement = 4 Simple Steps

RMD’s: A Quick 4-Tip Checklist for Baby Boomers

How to Plan for a “Late Life” Income Without Giving Up Control

A “Safe” Route to Higher Income in a Rising Rate Environment

Final Opportunity To Register

Most Popular:

Five Sneaky Tax Traps – and How You Can Dodge Them!

IRA Beneficiary Rules for Children are Different.

How To Do a 401(k) Rollover.

How to Plan for a Tax Free Retirement

The Future of Social Security

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Jim's Money Blog

Five Sneaky Tax Traps – and How You Can Dodge Them!

IRA Beneficiary Rules for Children are Different.