Category: Life Insurance

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Life Insurance

To Roth or Not to Roth – Should You Do a Conversion?

Jim Lorenzen, CFPÂ®, AIFÂ® Steven Elwell, a CFPÂ® practitioner in Amherst, NY recently wrote a nice piece for NerdWallet on this subject. In his

July 8, 2015

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Life Insurance

What (Many) Life Insurance Agents Won’t Tell You.

Jim Lorenzen, CFPÂ®, AIFÂ® First, let me state up-front that I AM a big believer in the power of life insurance, especially when designed as

April 15, 2015

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Bad Tax Planning begins when you believe your 401(k)/IRA statements.

DOGE Wants to “Streamline” Social Security – That will be interesting.

No Tax on Social Security Benefits?

Get Ready for Some Possible Tax Increases!

Bad Tax Planning begins when you believe your 401(k)/IRA statements.

February 18, 2025

If you have $500,000 in your 401(k) or IRA, it’s not really $500.000. That’s a tax planning mistake most people make going right out of the gate. If you’re married and filing jointly, it’s more likely you could have $325,000 (35% tax bracket) or just $315,000 (37% tax bracket).

DOGE Wants to “Streamline” Social Security – That will be interesting.

February 10, 2025

The three largest expenses in the federal budget are Social Security/Medicare, interest on the debt, and defense.

Category: Life Insurance

To Roth or Not to Roth – Should You Do a Conversion?

What (Many) Life Insurance Agents Won’t Tell You.

Most Popular:

Bad Tax Planning begins when you believe your 401(k)/IRA statements.

DOGE Wants to “Streamline” Social Security – That will be interesting.

No More Zero Interest Rates!

Get Ready for Some Possible Tax Increases!

© James Lorenzen. All rights reserved

Jim's Money Blog

Bad Tax Planning begins when you believe your 401(k)/IRA statements.

DOGE Wants to “Streamline” Social Security – That will be interesting.