Category: Taxes

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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

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Planning

RMD’s: A Quick 4-Tip Checklist for Baby Boomers

James Lorenzen, CFPÂ®, AIFÂ® Remember the 1990s? That was when every business channel had multiple programs with business gurus picking and ranking mutual funds. It

June 15, 2016

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Life Insurance

How to Plan for a “Late Life” Income Without Giving Up Control

Jim Lorenzen, CFPÂ®, AIFÂ® Scott and Linda (not their real names) have done everything right: They’ve worked hard, saved and invested wisely, and did all

June 15, 2016

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Retirement

RMDs – A Quick 4-Tip Checklist for Baby Boomers

Jim Lorenzen, CFPÂ®, AIFÂ® Remember the 1990s? That was when every business channel had multiple programs with business gurus picking and ranking mutual funds. It

May 11, 2016

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IFG Viewpoint & Outlook

Danger in Future Inflation, Interest Rate, and Tax-Law Changes.

Jim Lorenzen, CFPÂ®, AIFÂ® Back during the 1990s, many Americans, particularly baby-boomers, were focusing on accumulation. Many of us can remember the focus on mutual

April 27, 2016

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Retirement

Taxes in Retirement: A Potential Time-Bomb for Many!

Jim Lorenzen, CFPÂ®, AIFÂ® No one knows what taxes will be like in the coming years; but, with a debt that’s rising dramatically and an

April 6, 2016

Life Insurance

Numerous studies have consistently shown than Americans are ill-prepared for retirement. 401(k)s have apparently failed to provide a solution. You may be interested in seeing

March 9, 2016

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Family Issues

The Insurance Illustration Landscape is changing

Should You Believe Insurance Company Illustrations? Jim Lorenzen, CFPÂ®, AIFÂ® Just in case you haven’t heard, Genworth has decided to suspend life insurance and annuity

February 22, 2016

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Estate

RETHINKING PRIORITIES? SOME THOUGHTS FOR 2016

Jim Lorenzen, CFPÂ®, AIFÂ® The key to pursuing longer-term financial goals, such as retirement and education funding, is to have a well-thought-out plan that assigns

February 9, 2016

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Retirement

ROLLOVER MISTAKES ARE OFTEN IRREVOCABLE

Jim Lorenzen, CFPÂ®, AIFÂ® Believe it or not, over the years I’ve had many new clients come to their first planning meeting having already made

January 19, 2016

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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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