Tag: Required Minimum Distributions

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Planning

To Roll or Not to Roll

Rollover advice isn’t always straightforward – it’s often conflicted. There are issues you should address before you act.

January 7, 2021

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Planning

RMDs: We’re Baaaack!

RMDs are back for 2021! Make sure you don’t get his with penalties.

December 14, 2020

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Planning

RMD’s: A Quick 4-Tip Checklist for Baby Boomers

James Lorenzen, CFPÂ®, AIFÂ® Remember the 1990s? That was when every business channel had multiple programs with business gurus picking and ranking mutual funds. It

June 15, 2016

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IRA Beneficiary Rules for Children are Different.

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Tariffs, Trade Wars and the Cost of Guacamole

IRA Beneficiary Rules for Children are Different.

May 6, 2025

You’ve just inherited an IRA from someone not your spouse… usually a parent. Guess what! Your rules are different.

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.

Tag: Required Minimum Distributions

To Roll or Not to Roll

RMDs: We’re Baaaack!

RMD’s: A Quick 4-Tip Checklist for Baby Boomers

Most Popular:

IRA Beneficiary Rules for Children are Different.

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

© James Lorenzen. All rights reserved

Jim's Money Blog

IRA Beneficiary Rules for Children are Different.

How To Do a 401(k) Rollover.