Tag: Retirement Planning

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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

How Middle-Income Boomers Are Planning For Retirement

Jim Lorenzen, CFPÂ®, AIFÂ® According to a survey conducted by Bankers Life Center for a Secure Retirement, middle income boomers aren’t paying much attention to

September 28, 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

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Investing

Guarantees Against Loss Not A Panacea… but maybe still valuable.

Jim Lorenzen, CFPÂ®, AIFÂ® Active managers can’t beat their indexes consistently. Who cares? During my 25+years of helping people navigate financial waters, I can honestly

August 31, 2016

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Retirement

Optimizing Retirement Income: Combine Actuarial Science with Investments.

You’ve probably heardabout “The 4% Rule” – it’s been an ‘accepted’ rule-of-thumb for years that a retiree could withdraw 4% of his or her initial

August 10, 2016

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Retirement

The 401K Failure

Are we in the midst of a 401(k) failure? Some time ago,PBS aired an excellent program on retirement and how the various generation, including baby

August 3, 2016

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Planning

Pension Plan Retirement Options

Jim Lorenzen, CFPÂ®, AIFÂ® Choosing between pension options can be a difficult task. Choosing an option that guarantees your spouse pension benefits after your death

July 13, 2016

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Planning

Rollover Mistakes Could Be Irrevocable!

Jim Lorenzen, CFPÂ®, AIFÂ® According to Cerulli Associates, rollovers from 401(k)s and other retirement plans will cause IRA assets to reach $12 trillion by 2020,

June 29, 2016

Investing

The Road to Retirement = 4 Simple Steps

Jim Lorenzen, CFPÂ®, AIFÂ® When I was young, my father once advised, “Jim, just save 10-cents out of every dollar you ever earn and you’ll

June 22, 2016

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Planning

RMD’s: A Quick 4-Tip Checklist for Baby Boomers

James Lorenzen, CFPÂ®, AIFÂ® Remember the 1990s? That was when every business channel had multiple programs with business gurus picking and ranking mutual funds. It

June 15, 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 Planning

17 Unexpected Retirement Expenses

How Middle-Income Boomers Are Planning For Retirement

Retirement Webinar Announcement: This Saturday, October 1st

Guarantees Against Loss Not A Panacea… but maybe still valuable.

Optimizing Retirement Income: Combine Actuarial Science with Investments.

The 401K Failure

Pension Plan Retirement Options

Rollover Mistakes Could Be Irrevocable!

The Road to Retirement = 4 Simple Steps

RMD’s: A Quick 4-Tip Checklist for Baby Boomers

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!

© James Lorenzen. All rights reserved

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.