Year: 2016

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Retirement

Retirement and Social Security

Jim Lorenzen, CFPÂ®, AIFÂ® It’s one thing to simply ‘maximize’ your Social Security, it’s another to know just how taxation and the future health care

May 25, 2016

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Retirement

Webinar Announcement: NEW DATE FOR WEBINAR – Planning Retirement in an Unpredictable World

DATE CHANGE: The webinar will be held on June 4th! Uncle Sam (translation: elected politicians) will likely need more moneyin coming years. They’ll need it

May 25, 2016

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Retirement

RMDs – A Quick 4-Tip Checklist for Baby Boomers

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

May 11, 2016

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Planning

Can You REDUCE Risk by ADDING Risk?

Jim Lorenzen, CFPÂ®, AIFÂ® Does ‘adding’ a riskier position to a portfolio actually REDUCE the total portfolio risk? The fact is many investors are often

May 4, 2016

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IFG Viewpoint & Outlook

Danger in Future Inflation, Interest Rate, and Tax-Law Changes.

Jim Lorenzen, CFPÂ®, AIFÂ® Back during the 1990s, many Americans, particularly baby-boomers, were focusing on accumulation. Many of us can remember the focus on mutual

April 27, 2016

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Retirement

Taxes in Retirement: A Potential Time-Bomb for Many!

Jim Lorenzen, CFPÂ®, AIFÂ® No one knows what taxes will be like in the coming years; but, with a debt that’s rising dramatically and an

April 6, 2016

Life Insurance

Numerous studies have consistently shown than Americans are ill-prepared for retirement. 401(k)s have apparently failed to provide a solution. You may be interested in seeing

March 9, 2016

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Retirement

Getting Ready to Change Jobs?

There’s more to changing jobs than simply getting a (hopefully) higher salary. This “One Sheet” will provide you with a list of some additional issues

March 7, 2016

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Retirement

A Zero Percent Return Can Be Powerful!

The financial landscape is known for its complexity; and the plethora of confusing financial products – not to mention the alphabet soup of designations and

March 2, 2016

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Family Issues

The Insurance Illustration Landscape is changing

Should You Believe Insurance Company Illustrations? Jim Lorenzen, CFPÂ®, AIFÂ® Just in case you haven’t heard, Genworth has decided to suspend life insurance and annuity

February 22, 2016

Most Popular:

IRA Beneficiary Rules for Children are Different.

How to Plan for a Tax Free Retirement

Tariffs, Trade Wars and the Cost of Guacamole

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.

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.

Year: 2016

Retirement and Social Security

Webinar Announcement: NEW DATE FOR WEBINAR – Planning Retirement in an Unpredictable World

RMDs – A Quick 4-Tip Checklist for Baby Boomers

Can You REDUCE Risk by ADDING Risk?

Danger in Future Inflation, Interest Rate, and Tax-Law Changes.

Taxes in Retirement: A Potential Time-Bomb for Many!

Getting Ready to Change Jobs?

A Zero Percent Return Can Be Powerful!

The Insurance Illustration Landscape is changing

Most Popular:

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

Tariffs, Trade Wars and the Cost of Guacamole

© James Lorenzen. All rights reserved

Jim's Money Blog

IRA Beneficiary Rules for Children are Different.

How To Do a 401(k) Rollover.