Jim Lorenzen, CFP®, AIF®
Getting ready to retire? Planning to roll your 401(k) into your own IRA? It will pay to do your homework first.
To help you get started, you might find our 401(k) Rollover Review helpful. It contains information on changing jobs, retiring, methods, rollover taxation issues, and more.
Click Here for your 401(k) Rollover Review!
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Interested in becoming an IFG client? Why play phone tag? Schedule your 15-minute introductory phone call!
Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® in his 21st year of private practice as Founding Principal of The Independent Financial Group, a fee-based registered investment advisor. He is also licensed for insurance as an independent agent under California license 0C00742. IFG helps specializes in crafting wealth design strategies around life goals by using a proven planning process coupled with a cost-conscious objective and non-conflicted risk management philosophy.
Opinions expressed are those of the author. The Independent Financial Group does not provide legal or tax advice and nothing contained herein should be construed as securities or investment advice, nor an opinion regarding the appropriateness of any investment to the individual reader. The general information provided should not be acted upon without obtaining specific legal, tax, and investment advice from an appropriate licensed professional.
As you may or may not know, the Tax Cuts and Jobs Act is due to expire at the end of next year – just 16 months from now. The Biden Administration has proposed new tax increases worth knowing about.
If you are one of those asking the ‘will my money last’ question, there’s a way you can find out just what your probabilities are!
