Tax planning doesn’t stop because things change – stuff happens – in all four stages!
Planning is about preparing ahead of time to avoid unpleasant surprises. My webinar covers these and other issues. You can learn more here!
Enjoy!
Jim
Tax planning doesn’t stop because things change – stuff happens – in all four stages!
Planning is about preparing ahead of time to avoid unpleasant surprises. My webinar covers these and other issues. You can learn more here!
Enjoy!
Jim
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Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® in his 21st year of private practice as Founding Principal of The Independent Financial Group, a fee-based registered investment advisor. He is also licensed for insurance as an independent agent under California license 0C00742. IFG helps specializes in crafting wealth design strategies around life goals by using a proven planning process coupled with a cost-conscious objective and non-conflicted risk management philosophy.
Opinions expressed are those of the author. The Independent Financial Group does not provide legal or tax advice and nothing contained herein should be construed as securities or investment advice, nor an opinion regarding the appropriateness of any investment to the individual reader. The general information provided should not be acted upon without obtaining specific legal, tax, and investment advice from an appropriate licensed professional.
Many people believe they should take Social Security early in order to keep from drawing down IRA assets, believing that the longer they can grow the IRA tax-deferred, the better off they’ll be.
Are they wrong? Maybe. Maybe not. Different people are in different circumstances.
There have been some changes to Social Security this year.