Month: April 2018

Here's an alt tag for the image: Smiling senior man holding money, secret.

Family Issues

Your Cash Value Life Insurance Has Value!

Jim Lorenzen, CFPÂ®, AIFÂ® People often purchase cash value permanent insurance, throw the policy in a drawer or filing cabinet, and forget about it. This

April 16, 2018

Here's an alt tag for the image: Smiling senior man holding cash, keeping secret.

Life Insurance

How to Turn a $350,000 IRA into $600,000 for Your Heirs!

Jim Lorenzen, CFPÂ®, AIFÂ® IRS mandated withdrawals from retirement accounts – required minimum distributions (RMDs) – must begin by April following the year people turn

April 2, 2018

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.

Month: April 2018

Your Cash Value Life Insurance Has Value!

How to Turn a $350,000 IRA into $600,000 for Your Heirs!

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.