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Month: September 2019

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Planning

I.R.S. RULING MIGHT CREATE TIMING ISSUES

RMDs can present a tax trap for the unwary. Here’s a 4-point checklist to help you avoid the pitfalls.

September 30, 2019

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IFG Viewpoint & Outlook

Getting Ready to Take a RMD? Here’s a 4-Point Checklist.

RMDs can present a tax trap for the unwary. Here’s a 4-point checklist to help you avoid the pitfalls.

September 26, 2019

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IFG Viewpoint & Outlook

Worried About the Markets? Maybe you should(n’t) try alternatives – part 2.

Do annuities make sense as an alternative. It depends on what you think your postponed taxes will look like.

September 25, 2019

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IFG Viewpoint & Outlook

Worried About the Markets? Maybe you should(n’t) try alternatives.

Not everyone is a true fiduciary. See what a search firm that specializes in this area has to say.

September 21, 2019

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IFG Viewpoint & Outlook

ROLLOVER MISTAKES CAN BE COSTLY

Not everyone is a true fiduciary. See what a search firm that specializes in this area has to say.

September 12, 2019

Most Popular:

How to Plan for a Tax Free Retirement

Tariffs, Trade Wars and the Cost of Guacamole

“How Can I Increase My Social Security Benefit?”

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.

How to Plan for a Tax Free Retirement

April 4, 2025

The Big Picture:

For years, baby boomers drove the housing market, and much of the economy, as they moved into their first homes, began raising families, and moved-up to larger homes finally ending-up in the “McMansions” we’re all familiar with today. The boomers are now older—they’re no longer moving up. In fact, they’re just beginning to “decumulate” and downsize.

Month: September 2019

I.R.S. RULING MIGHT CREATE TIMING ISSUES

Getting Ready to Take a RMD? Here’s a 4-Point Checklist.

Worried About the Markets? Maybe you should(n’t) try alternatives – part 2.

Worried About the Markets? Maybe you should(n’t) try alternatives.

ROLLOVER MISTAKES CAN BE COSTLY

Most Popular:

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

“How Can I Increase My Social Security Benefit?”

© James Lorenzen. All rights reserved

Jim's Money Blog

How To Do a 401(k) Rollover.

How to Plan for a Tax Free Retirement