Tag: Guaranteed Income

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Retirement

Annuity Income May Contain a Hidden Surprise

Jim Lorenzen, CFPÂ®, AIFÂ® Annuity income may feel secure; but, is it really? Once you realize that money is worth only what it can purchase,

August 24, 2016

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Planning

Buying An Annuity? Keep it Simple!

Jim Lorenzen, CFPÂ®, AIFÂ® It isn’t uncommon for people to buy things they don’t need; and when it comes to annuities, it’s often no different,

August 17, 2016

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Investing

A “Safe” Route to Higher Income in a Rising Rate Environment

Jim Lorenzen, CFPÂ®, AIFÂ® Think interest rates may be headed up in the future? Looking for a “safe” way to produce a rising income if

June 7, 2016

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Retirement

Make Your Own Pension

Jim Lorenzen, CFPÂ®, AIFÂ® Wouldn’t it be comforting to know you’re retirement is assured? An income you can’t outlive does have appeal. People who retire

August 12, 2015

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

June 5, 2025

What most people don’t realize: There are some important details about how and when these delayed credits are actually added to your benefit.

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

May 27, 2025

Congratulations—you’ve built up a healthy retirement nest egg, maybe even a couple million bucks in a traditional IRA. Cue the applause! No worry about tax traps now! But as you reach retirement and start thinking about how to spend it (or pass it on), Uncle Sam is waiting with a few surprise moves that could mess with your plans. These are the tax traps.

Tag: Guaranteed Income

Annuity Income May Contain a Hidden Surprise

Buying An Annuity? Keep it Simple!

A “Safe” Route to Higher Income in a Rising Rate Environment

Make Your Own Pension

Most Popular:

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.

How To Do a 401(k) Rollover.

How to Plan for a Tax Free Retirement

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Jim's Money Blog

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!