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Category: Taxes

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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 – the I.R.S.

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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Family Issues

Ageing Issues Make Financial Planning More Important than Ever!

Jim Lorenzen, CFPÂ®, AIFÂ® When I was a kid, no one I knew had Alzheimer’s. Heck, no one my parents knew had it. In fact,

April 21, 2019

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Planning

Retirement Withdrawal Strategy May Need a New Twist!

Jim Lorenzen, CFPÂ®, AIFÂ® The right retirement withdrawal strategy shouldn’t follow conventional wisdom blindly. What’s right for you might be very different. Conventional wisdom says

April 7, 2019

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Charitable Giving

Thinking of Giving to Charity? Here are some options for giving!

Jim Lorenzen, CFPÂ®, AIFÂ® Giving to charity? While most anything can be given to charity, these are the more common forms of donated property: Cash:Cash

September 26, 2018

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Investing

Tax-Advantaged or Tax-Deferred? Do you know the difference?- copy

Jim Lorenzen, CFPÂ®, AIFÂ® Tax-deferred and tax-advantaged are two termsoften used interchangeably and, as a result, often lead to a lot of confusion; but, the

June 11, 2018

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Inflation Pressures, Retirement, and Woulda-Coulda-Shoulda

From Growth to Efficiency and a Fiduciary Standard: Tax-Smart Investors Focus on More than Performance.

Why Claiming Social Security at Age 70 Could Be a Smart Move—But Here’s What Most People Miss

Five Sneaky Tax Traps – and How You Can Dodge Them!

IRA Beneficiary Rules for Children are Different.

Jim's Money Blog

Inflation Pressures, Retirement, and Woulda-Coulda-Shoulda

June 23, 2025

While the Fed continues to target a 2.0% inflation rate, headwinds in the form of inflation pressures from worker shortages, tariffs, and foreign conflicts are coming at a time as America approaches a historic demographic milestone – a record number of individuals turning 65 this year.

From Growth to Efficiency and a Fiduciary Standard: Tax-Smart Investors Focus on More than Performance.

June 19, 2025

Back in the 1990s, taxes and fiduciary standards weren’t talked about. The financial headlines were dominated by star fund managers and double-digit growth stories. Financial talk shows and glossy magazines alike obsessed over who was “beating the market.” The mantra was simple: accumulate assets. That was the measure of success.

Category: Taxes

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