Category: Taxes

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Planning

ROLLOVER DECISIONS – THE BEST AND THE WORST

Jim Lorenzen, CFPÂ®, AIFÂ® Bad decisions = bad consequences = big costs! As you may have seen or heard me say many times, it’s

June 13, 2017

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Investing

Do You Have A Greedy Business Partner – Even if you don’t own a business.

Jim Lorenzen, CFPÂ®, AIFÂ® If you work, you have a business partner, even if you don’t own a business. Â And, this partner isn’t like most

March 8, 2017

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Life Insurance

Will My Money Last?

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

January 31, 2017

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Planning

Planning to Roll Your 401(k) to Your Own IRA?

Jim Lorenzen, CFPÂ®, AIFÂ® Getting ready to retire? Â Planning to roll your 401(k) into your own IRA? Â It will pay to do your homework first.

November 29, 2016

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Investing

Tax-Advantaged is Better than Tax-Deferred! Do you know the difference?

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

October 27, 2016

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Investing

TO ROLL? OR, NOT TO ROLL….

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

October 20, 2016

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Investing

Thinking of Rolling your 401(k)? This checklist may help!

Jim Lorenzen, CFPÂ®, AIFÂ® Getting ready to leave your company? Â Considering doing a rollover? Â This isn’t a decision to be taken lightly. Â While rolling over

October 18, 2016

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Investing

What if Retirement Plan Statements Stated the Facts?

The next time you open your 401(k) or IRA statement and see your current balance, it might be worth remembering it isn’t true.Â The balance,

September 21, 2016

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Retirement

The 401K Failure

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

August 3, 2016

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Planning

Rollover Mistakes Could Be Irrevocable!

Jim Lorenzen, CFPÂ®, AIFÂ® According to Cerulli Associates, rollovers from 401(k)s and other retirement plans will cause IRA assets to reach $12 trillion by 2020,

June 29, 2016

Category: Taxes

ROLLOVER DECISIONS – THE BEST AND THE WORST

Do You Have A Greedy Business Partner – Even if you don’t own a business.

Will My Money Last?

Planning to Roll Your 401(k) to Your Own IRA?

Tax-Advantaged is Better than Tax-Deferred! Do you know the difference?

TO ROLL? OR, NOT TO ROLL….

Thinking of Rolling your 401(k)? This checklist may help!

What if Retirement Plan Statements Stated the Facts?

The 401K Failure

Rollover Mistakes Could Be Irrevocable!

Most Popular:

Get Ready for Some Possible Tax Increases!

Will My Money Last?

Protecting Wealth from Inflation

Key Retirement Milestones

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Get Ready for Some Possible Tax Increases!