Category: Taxes

The Provisional Income Trap

  … and what it means to your retirement income – particularly your Social Security taxation in retirement. Jim Lorenzen, CFP®, AIF® Most people believe

Read More »

Will My Money Last?

Jim Lorenzen, CFP®, AIF® Scott and Linda (not their real names) are in their 50s and have done a lot of things right:  They’ve worked

Read More »

TO ROLL? OR, NOT TO ROLL….

Jim Lorenzen, CFP®, AIF® Getting ready to pull the retirement cord?  In a previous post, I had talked about pension options – worth reviewing if that’s

Read More »

The 401K Failure

Are we in the midst of a 401(k) failure?  Some time ago, PBS aired an excellent program on retirement and how the various generation, including baby

Read More »