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Category: Retirement

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Annuities

YOU Are an Acutary!

Coming into money can create a lot of anxiety if you don’t have a plan. Here’s a tip sheet and LifeGuide that might help!

October 28, 2019

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Life Insurance

How Can You Manage Your Inheritance?

Coming into money can create a lot of anxiety if you don’t have a plan. Here’s a tip sheet and LifeGuide that might help!

October 21, 2019

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Life Insurance

CDs, Fixed Annuities, and Indexed Annuities Share Some Common Risks- copy

The most common risk associated with all fixed-rate investments is interest rate risk, but it doesn’t end there.

October 14, 2019

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Life Insurance

How To Disinherit Your Unnamed Beneficiary

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

October 10, 2019

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Life Insurance

Your IRA Has An Unnamed Beneficiary!

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

October 7, 2019

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Planning

Changes To Medicare Plans to Begin Soon!

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

October 3, 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

Most Popular:

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?”

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

© James Lorenzen. All rights reserved

Jim's Money Blog

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.

The Future of Social Security

March 17, 2025

During his campaign, President Donald Trump pledged not to reduce Social Security benefits. He even proposed eliminating taxation on Social Security benefits, which would enable higher-income beneficiaries to retain more of their income.