March, 2018 - The Independent Financial Group

RMDs: The Retirement Tax Bill Most People Don’t See Coming

February 3, 2026

Retirement planning isn’t just about how much you’ve saved—it’s about not getting clobbered with excess taxes later. Managing RMDs is key!

Social Security in 2026: 4 Themes (and What They Mean for Your Retirement Plan)

January 19, 2026

Social Security 2026 has issues. It isn’t “ending”—but four things are changing fast: Gen X is lining up with new questions, reform pressure is getting real, the “best” claiming age depends on your life (not just math), and dealing with the Social Security Administration can still be a time-suck. Here’s what to watch—and what to do

Month: March 2018

Interested in Charitable Giving? You May Want a Wealth Replacement Trust!

How Will Rising Interest Rates Affect Stocks?

Most Popular:

RMDs: The Retirement Tax Bill Most People Don’t See Coming

Can AI Tell Me When I Can Retire?

What a Million Dollar Retirement Really Buys

What the New Tax Bill Could Mean to You.

© James Lorenzen. All rights reserved

Jim's Money Blog

RMDs: The Retirement Tax Bill Most People Don’t See Coming