[email protected]
Schedule Your Introductory Call
Facebook Twitter Linkedin
Search

Tag: Required Minimum Distributions

Here's an alt tag for the image: Businessmen examining financial data with magnifying glass.
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.

Read More »
January 7, 2021

Most Popular:

Top Finacial Advisors in Simi Valley

© James Lorenzen. All rights reserved

Twitter Facebook-f Linkedin

Jim's Money Blog

How To Do a 401(k) Rollover.

April 17, 2025

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.

Read More »

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.

Read More »