Category: Rollovers

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

The Big (Expensive) Rollover Mistake Some People Make

At retirement, some people receive a check from their employer for their 401(k) balance and write a check for deposit into their IRA before the 60-day deadline, just like they were told, to avoid any problems with the IRS. They’ve met the deadline. The money is now in their IRA. They’re clear and the rollover is complete…. or is it?

March 14, 2023

What People Get Wrong About Retirement Rollovers

Here’s what people get wrong when making rollover decisions.

February 27, 2023

Thinking About a Rollover?

No, we’re not training your dog. But, if you’re nearing retirement, you know exactly what a rollover is – and you know it’s a big decision.

January 16, 2023

Remember 1966? How About 1967?

Retirement decisions can be momentous. Which year you would have remembered would depend on if you retired back then… and which year!

June 28, 2022

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).

May 13, 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.

April 11, 2022

Category: Rollovers

Facing Retirement Account Rollover Decisions?

The Big (Expensive) Rollover Mistake Some People Make

What People Get Wrong About Retirement Rollovers

Thinking About a Rollover?

Remember 1966? How About 1967?

To Roll or Not to Roll

Do You Have A System for Managing Retirement Income?

How Long Will Your Retirement Money Last?

Can Your IRA Grow Too Big?

Most Popular:

Get Ready for Some Possible Tax Increases!

Will My Money Last?

Protecting Wealth from Inflation

Key Retirement Milestones

Want to Defer RMD Taxable Income? Try a QLAC!

© James Lorenzen. All rights reserved

Jim's Money Blog

Get Ready for Some Possible Tax Increases!

Will My Money Last?