Retirement Planning - The Independent Financial Group

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Life Insurance

Hidden Secrets of Insurance Company Promises

Jim Lorenzen, CFPÂ®, AIFÂ® Life insurance illustrations have had, for more years than I can count, a well-deserved reputation for less than transparent and amazingly

August 3, 2015

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Retirement

Is Your Indexed Annuity a Stock, a Bond, or Something Else?

Jim Lorenzen, CFPÂ®, AIFÂ® Good question, ya’ think?[1] Maybe we should begin with what a fixed annuity is; then move to an indexed annuity. Fixed

July 22, 2015

Tag: Retirement Planning

Hidden Secrets of Insurance Company Promises

Is Your Indexed Annuity a Stock, a Bond, or Something Else?

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When to Claim Social Security? Here’s a Guide!

“Should I Rollover Your 401(k) to an IRA in Retirement?”

Where Should I Put My Money Before Retirement?

The Spousal IRA Rollover Mistake That Triggered a $100,000 Penalty.

Retiring With a Large IRA Comes with Tax Traps

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Jim's Money Blog

When to Claim Social Security? Here’s a Guide!

“Should I Rollover Your 401(k) to an IRA in Retirement?”