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Tag: retirement mistakes

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.

January 23, 2023

How To Disinherit Your Unnamed Beneficiary

RMDs can present a tax trap for the unwary. Here’s a 4-point checklist to help you avoid the pitfalls.

October 10, 2019

Your IRA Has An Unnamed Beneficiary!

RMDs can present a tax trap for the unwary. Here’s a 4-point checklist to help you avoid the pitfalls.

October 7, 2019

Changes To Medicare Plans to Begin Soon!

RMDs can present a tax trap for the unwary. Here’s a 4-point checklist to help you avoid the pitfalls.

October 3, 2019

I.R.S. RULING MIGHT CREATE TIMING ISSUES

RMDs can present a tax trap for the unwary. Here’s a 4-point checklist to help you avoid the pitfalls.

September 30, 2019

Getting Ready to Take a RMD? Here’s a 4-Point Checklist.

RMDs can present a tax trap for the unwary. Here’s a 4-point checklist to help you avoid the pitfalls.

September 26, 2019

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

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.

November 29, 2016

TO ROLL? OR, NOT TO ROLL….

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

October 20, 2016

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

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

October 18, 2016

17 Unexpected Retirement Expenses

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.

October 12, 2016

Tag: retirement mistakes

Does SECURE Act 2.0 Create a Stealth Tax?

How To Disinherit Your Unnamed Beneficiary

Your IRA Has An Unnamed Beneficiary!

Changes To Medicare Plans to Begin Soon!

I.R.S. RULING MIGHT CREATE TIMING ISSUES

Getting Ready to Take a RMD? Here’s a 4-Point Checklist.

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

TO ROLL? OR, NOT TO ROLL….

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

17 Unexpected Retirement Expenses

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Does SECURE Act 2.0 Create a Stealth Tax?

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Jim's Money Blog

Does SECURE Act 2.0 Create a Stealth Tax?

Thinking About a Rollover?