Don’t Miss Your Roth Conversion Window
If you’ve built a large retirement nest egg, you’ve also built a large tax problem.
August 18, 2025
Category: Retirement
7 Retirement Mistakes Pre-Retirees Need to Avoid.
If you’re within 5-10 years of retirement and have built a portfolio north of $1 million, congratulations—you’ve done the hard part. Now, it’s about avoiding retirement mistakes.
July 22, 2025
How to Plan for a Tax Free Retirement
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.
April 4, 2025
IFG Viewpoint & Outlook
No Tax on Social Security Benefits?
We all love free money; and no taxes on Social Security sounds good! Hey, Social Security benefits weren’t taxed for many years!
January 27, 2025
Inflation
Will My Money Last?
If you are one of those asking the ‘will my money last’ question, there’s a way you can find out just what your probabilities are!
August 2, 2024
Annuities
Want to Defer RMD Taxable Income? Try a QLAC!
Why are QLACs getting a attention now? Two reasons: (1) SECURE Act 2.0, and (2) rising interest rates.
June 3, 2024
IRAs
Facing Retirement Account Rollover Decisions?
Believe it or not, you’ll have a number of options available to you – and it pays to do your homework before making decisions that could be irrevocable – and costly.
March 13, 2024
Planning
Planning Your Future Without a Roadmap?
You want to begin planning your future life, but aren’t sure how. You want help but don’t know how to get stareted. Sound familiar? It should.
September 14, 2023
IRAs
Roth Accounts Provide Many Advantages – But Congress Could Provide the Wild Card.
But Congress Could Provide the Wild Card. Roth accounts can be attractive, especially when viewed through the lens of our national debt and the possibility (probability?) of higher taxes in the future to fund that debt.
August 7, 2023
Annuities
Older Variable Annuities Can Be Expensive!
Older annuities have grown – and so have their expenses. They may be worth a review.
August 3, 2023