Tag: Investment Strategy

The Provisional Income Trap

  … and what it means to your retirement income – particularly your Social Security taxation in retirement. Jim Lorenzen, CFP®, AIF® Most people believe

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Is the 4% Rule Still Valid?

  Jim Lorenzen, CFP®, AIF® Ever hear about the 4% Rule?  It’s about safe withdrawal rates for retirement income.  If you’ve been following my pontifications

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