Does SECURE Act 2.0 Create a Stealth Tax?
The SECURE Act 2.0 may do a lot to help secure Uncle Sam, but I’m not so sure about the rest of us.
The SECURE Act 2.0 may do a lot to help secure Uncle Sam, but I’m not so sure about the rest of us.
RMDs can present a tax trap for the unwary. Here’s a 4-point checklist to help you avoid the pitfalls.
RMDs can present a tax trap for the unwary. Here’s a 4-point checklist to help you avoid the pitfalls.
RMDs can present a tax trap for the unwary. Here’s a 4-point checklist to help you avoid the pitfalls.
RMDs can present a tax trap for the unwary. Here’s a 4-point checklist to help you avoid the pitfalls.
RMDs can present a tax trap for the unwary. Here’s a 4-point checklist to help you avoid the pitfalls.
Jim Lorenzen, CFP®, AIF® Getting ready to retire? Planning to roll your 401(k) into your own IRA? It will pay to do your homework first.
Jim Lorenzen, CFP®, AIF® Getting ready to pull the retirement cord? In a previous post, I had talked about pension options – worth reviewing if that’s
Jim Lorenzen, CFP®, AIF® Getting ready to leave your company? Considering doing a rollover? This isn’t a decision to be taken lightly. While rolling over
Jim Lorenzen, CFP®, AIF® The Society of Actuaries outlined 17 unexpected or shocking expenses during retirement in its 2015 Risks and Process of Retirement Survey.
When it comes to building a solid financial future, finding the right investment vehicle can be a daunting task. Comparisons are often made between an IUL (Indexed Universal Life Insurance) and a Roth IRA (Individual Retirement Account) as a choice between getting life insurance or investing in the stock market. While an IUL can give the appearance of doing both; however that’s not really the case – and, often, this can lead to unrealistic expectations.
Given the size of our growing national debt it’s no wonder so many people believe taxes will be higher in the future. We have an ageing population and there are a number of factors at work: There’s the annual deficit plus money needed to fund Medicare and Social Security, just to mention a few.