Category: Planning

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Planning

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

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

November 29, 2016

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Investing

Will Your Retirement Money last? Maybe – with the right ‘Late Life Income’ strategy.

Jim Lorenzen, CFPÂ®, AIFÂ® This past Monday, I retweeted a Fox Business post, Why Your Retirement Savings May Be a Pipedream. A number of my

November 15, 2016

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Business Owners

Looking for an Easy Bonus Plan for Your Key Employees?

Jim Lorenzen, CFPÂ®, AIFÂ® Executive Bonus plans are a little different from Non-Qualified Deferred Compensation Plans (NQDC), which we talked about in another short paper.

November 1, 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 termsoften used interchangeably and, as a result, often lead to a lot of confusion; but, the

October 27, 2016

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Family Issues

Caring for a Loved One at Home? Here are some tips!

Jim Lorenzen, CFPÂ®, AIFÂ® Taking care of family does present its challenges; but, it can extremely rewarding – and a lot of fun! If you’re

October 25, 2016

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Investing

TO ROLL? OR, NOT TO ROLL….

Jim Lorenzen, CFPÂ®, AIFÂ® Getting ready to pull the retirement cord? In a previouspost, 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? Considering doing a rollover? This isn’t a decision to be taken lightly. While rolling over

October 18, 2016

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Investing

17 Unexpected Retirement Expenses

Jim Lorenzen, CFPÂ®, AIFÂ® The Society of Actuaries outlined 17 unexpected or shocking expenses during retirement in its 2015 Risks and Process of Retirement Survey.

October 12, 2016

Investing

Investment Return Figures Can Take Many Forms

Jim Lorenzen, CFPÂ®, AIFÂ® Many years ago a prospective client told me his investment returnshad averaged 25% per year over the past ten years. This

October 5, 2016

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Planning

How Middle-Income Boomers Are Planning For Retirement

Jim Lorenzen, CFPÂ®, AIFÂ® According to a survey conducted by Bankers Life Center for a Secure Retirement, middle income boomers aren’t paying much attention to

September 28, 2016

Most Popular:

How to Plan for a Tax Free Retirement

Tariffs, Trade Wars and the Cost of Guacamole

“How Can I Increase My Social Security Benefit?”

If you’ve changed jobs or are getting ready to retire, don’t leave your old retirement account behind. Rolling over your employer-sponsored plan—like a 401(k) or 403(b)—into an IRA or new employer’s plan keeps your money growing tax-deferred and gives you more control over your investments.

How to Plan for a Tax Free Retirement

April 4, 2025

The Big Picture:

For years, baby boomers drove the housing market, and much of the economy, as they moved into their first homes, began raising families, and moved-up to larger homes finally ending-up in the “McMansions” we’re all familiar with today. The boomers are now older—they’re no longer moving up. In fact, they’re just beginning to “decumulate” and downsize.

Category: Planning

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

Will Your Retirement Money last? Maybe – with the right ‘Late Life Income’ strategy.

Looking for an Easy Bonus Plan for Your Key Employees?

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

Caring for a Loved One at Home? Here are some tips!

TO ROLL? OR, NOT TO ROLL….

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

17 Unexpected Retirement Expenses

Investment Return Figures Can Take Many Forms

How Middle-Income Boomers Are Planning For Retirement

Most Popular:

How To Do a 401(k) Rollover.

How to Plan for a Tax Free Retirement

The Future of Social Security

Tariffs, Trade Wars and the Cost of Guacamole

“How Can I Increase My Social Security Benefit?”

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Jim's Money Blog

How To Do a 401(k) Rollover.

How to Plan for a Tax Free Retirement