Tag: retirement decisions

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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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Planning

Planning to Roll Your 401(k) to Your Own IRA?

Jim Lorenzen, CFPÂ®, AIFÂ® Getting ready to retire? Planning to roll your 401(k) into your own IRA? It will pay to do your homework first.

November 29, 2016

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Investing

Will Your Retirement Money last? Maybe – with the right ‘Late Life Income’ strategy.

Jim Lorenzen, CFPÂ®, AIFÂ® This past Monday, I retweeted a Fox Business post, Why Your Retirement Savings May Be a Pipedream. A number of my

November 15, 2016

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Investing

TO ROLL? OR, NOT TO ROLL….

Jim Lorenzen, CFPÂ®, AIFÂ® Getting ready to pull the retirement cord? In a previouspost, I had talked about pension options – worth reviewing if that’s

October 20, 2016

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Investing

Thinking of Rolling your 401(k)? This checklist may help!

Jim Lorenzen, CFPÂ®, AIFÂ® Getting ready to leave your company? Considering doing a rollover? This isn’t a decision to be taken lightly. While rolling over

October 18, 2016

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Investing

17 Unexpected Retirement Expenses

Jim Lorenzen, CFPÂ®, AIFÂ® The Society of Actuaries outlined 17 unexpected or shocking expenses during retirement in its 2015 Risks and Process of Retirement Survey.

October 12, 2016

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Planning

Retirement Webinar Announcement: This Saturday, October 1st

I’ll be conducting a retirement webinar this comingSaturday, October 1st. Who would benefit: “Baby Boomers” planning for or nearing retirement and desiring to put a

September 26, 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: retirement decisions

ROLLOVER DECISIONS – THE BEST AND THE WORST

Planning to Roll Your 401(k) to Your Own IRA?

Will Your Retirement Money last? Maybe – with the right ‘Late Life Income’ strategy.

TO ROLL? OR, NOT TO ROLL….

Thinking of Rolling your 401(k)? This checklist may help!

17 Unexpected Retirement Expenses

Retirement Webinar Announcement: This Saturday, October 1st

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!

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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.