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Tag: Retirement Annuities

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Annuities

Older Variable Annuities Can Be Expensive!

Older annuities have grown – and so have their expenses. They may be worth a review.

August 3, 2023

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Annuities

How Can You Make Your Retirement Money Last?

Making your retirement nest-egg last through retirement isn’t easy. Company pension plans have all but disappeared, which means it’s now up to you to be your own actuary. Unfortunately, it’s not something many are equipped to do.

May 4, 2023

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Planning

Will My Annuity Income Really Increase?

Jim Lorenzen, CFPÂ®, AIFÂ® Annuities can play a valuable role in a retirement portfolio; but, often they’re somewhat oversold. Should equity-indexed annuities serve as a

December 13, 2016

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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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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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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!

No Tax on Social Security Benefits?

Get Ready for Some Possible Tax Increases!

Jim's Money Blog

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: Retirement Annuities

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