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.
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® Managing retirement income has never been easy. Those who retired in the early 1970s saw interest rates rise dramatically, then fall
Jim Lorenzen, CFP®, AIF® This past Monday, I retweeted a Fox Business post, Why Your Retirement Savings May Be a Pipedream. A number of my
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® The Society of Actuaries outlined 17 unexpected or shocking expenses during retirement in its 2015 Risks and Process of Retirement Survey.
Jim Lorenzen, CFP®, AIF® According to a survey conducted by Bankers Life Center for a Secure Retirement, middle income boomers aren’t paying much attention to
When most people buy things, they see only the price tag; but that doesn’t reveal the REAL cost, especially when it comes to luxury items. The real cost of luxury can be more than they realize.
It’s an election year, and while the headline topics dwell on the border, January 6th, the age of the candidates, and all the rest, few are talking about the “3rd rail” of politics: social security.
You can expect a few politicians will come up with innovative approaches (they know will never reach the floor for a vote), but it does make for good campaign sound bites. It can be confusing.