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Category: Retirement

To Roll or Not to Roll

Good question. Whether or not you should roll-over your retirement funds to an IRA….. it depends (#1 in the consultant’s handbook of responses).

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May 13, 2022

Does The SECURE Act Make You More Secure?

Looking for retirement security?
Government spending has been out of control for decades and Congress needs to raise revenue. So, they passed The SECURE (Setting Every Community Up for Retirement Enhancement) Act in December 2019. It may secure the government’s future; but, one provision may make your heir’s retirement a little less secure.

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April 29, 2022

Beware of Tax Torpedoes and the IRMAA Cliff

Tax traps are waiting. Did you it’s possible to be smack in the middle of the 22% tax bracket, yet taking an additional $1,000 in income could make that additional money taxable at 40%? It can happen to some taxpayers. In fact, there are other pitfalls many aren’t aware of, as well.

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April 11, 2022

Retirement Planning with Rising Rates and Inflation

Retirement planning was much easier during working years than the challenge of managing after retirement. During the working years it’s relatively simple: just keep stashing money into your retirement plan and let the markets, over decades, do the rest!

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February 22, 2022

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Jim's Money Blog

Will My Money Last?

August 2, 2024

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!

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