Planning
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
Tag: Retirement Planning
Planning
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
IFG Viewpoint & Outlook
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
Inflation
Managing Retirement Income Decisions During Retirement
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
November 27, 2017
Investing
Will Your Retirement Money last? Maybe – with the right ‘Late Life Income’ strategy.
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
November 15, 2016
Investing
TO ROLL? OR, NOT TO ROLL….
Jim Lorenzen, CFP®, AIF® Getting ready to pull the retirement cord? In a previouspost, I had talked about pension options – worth reviewing if that’s
October 20, 2016
Investing
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
Planning
How Middle-Income Boomers Are Planning For Retirement
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
September 28, 2016
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
Investing
Guarantees Against Loss Not A Panacea… but maybe still valuable.
Jim Lorenzen, CFP®, AIF® 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