Tag: Reducing Risk

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Inflation

Retirement and Income Taxes

Jim Lorenzen, CFPÂ®, AIFÂ® Who better to talk about taxes in retirement and income taxes than a CPA? You may be familiar with Ed Slott

June 16, 2017

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Planning

The Top 5 Myths of Retirement Planning

Jim Lorenzen, CFPÂ®, AIFÂ® I came across this video on the Five Myths of Retirement – It’s by Northwestern Mutual. I have no relationship with

June 14, 2017

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Planning

ROLLOVER DECISIONS – THE BEST AND THE WORST

Jim Lorenzen, CFPÂ®, AIFÂ® Bad decisions = bad consequences = big costs! As you may have seen or heard me say many times, it’s

June 13, 2017

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Investing

Think You’re Diversifying Investments? Not Really.

Jim Lorenzen, CFPÂ®, AIFÂ® Investment diversification, reducing investment risk, may be one of the most misunderstood of investment principles. I’ve seen tv stock gurus tell

April 28, 2017

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Retirement

Optimizing Retirement Income: Combine Actuarial Science with Investments.

You’ve probably heardabout “The 4% Rule” – it’s been an ‘accepted’ rule-of-thumb for years that a retiree could withdraw 4% of his or her initial

August 10, 2016

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Retirement

The 401K Failure

Are we in the midst of a 401(k) failure? Some time ago,PBS aired an excellent program on retirement and how the various generation, including baby

August 3, 2016

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

Webinar Announcement: NEW DATE FOR WEBINAR – Planning Retirement in an Unpredictable World

DATE CHANGE: The webinar will be held on June 4th! Uncle Sam (translation: elected politicians) will likely need more moneyin coming years. They’ll need it

May 25, 2016

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Planning

Can You REDUCE Risk by ADDING Risk?

Jim Lorenzen, CFPÂ®, AIFÂ® Does ‘adding’ a riskier position to a portfolio actually REDUCE the total portfolio risk? The fact is many investors are often

May 4, 2016

Most Popular:

Bad Tax Planning begins when you believe your 401(k)/IRA statements.

DOGE Wants to “Streamline” Social Security – That will be interesting.

No Tax on Social Security Benefits?

Get Ready for Some Possible Tax Increases!

Bad Tax Planning begins when you believe your 401(k)/IRA statements.

February 18, 2025

If you have $500,000 in your 401(k) or IRA, it’s not really $500.000. That’s a tax planning mistake most people make going right out of the gate. If you’re married and filing jointly, it’s more likely you could have $325,000 (35% tax bracket) or just $315,000 (37% tax bracket).

DOGE Wants to “Streamline” Social Security – That will be interesting.

February 10, 2025

The three largest expenses in the federal budget are Social Security/Medicare, interest on the debt, and defense.

Tag: Reducing Risk

Retirement and Income Taxes

The Top 5 Myths of Retirement Planning

ROLLOVER DECISIONS – THE BEST AND THE WORST

Think You’re Diversifying Investments? Not Really.

Optimizing Retirement Income: Combine Actuarial Science with Investments.

The 401K Failure

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

Webinar Announcement: NEW DATE FOR WEBINAR – Planning Retirement in an Unpredictable World

Can You REDUCE Risk by ADDING Risk?

Most Popular:

Bad Tax Planning begins when you believe your 401(k)/IRA statements.

DOGE Wants to “Streamline” Social Security – That will be interesting.

No More Zero Interest Rates!

Get Ready for Some Possible Tax Increases!

© James Lorenzen. All rights reserved

Jim's Money Blog

Bad Tax Planning begins when you believe your 401(k)/IRA statements.

DOGE Wants to “Streamline” Social Security – That will be interesting.