Tag: Retirement Strategy

Market Crisis in Perspective

It’s good to have some perspective.

March 10, 2020

The SECURE Act Is A Financial Planning “Game Changer”.

This major change will bring in $15.7 billion in tax revenue by 2029, according to the joint committee on taxation in their report on the bill, H.R. 1994. And, guess whose money they want? Yes, yours.

February 26, 2020

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

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

Will My Annuity Income Really Increase?

Jim Lorenzen, CFP®, AIF® Annuities can play a valuable role in a retirement portfolio; but, often they’re somewhat oversold. Should equity-indexed annuities serve as a

December 13, 2016

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

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

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

Retirement Webinar Announcement: This Saturday, October 1st

I’ll be conducting a retirement webinar this coming Saturday, October 1st. Who would benefit: “Baby Boomers” planning for or nearing retirement and desiring to put a

September 26, 2016

Optimizing Retirement Income: Combine Actuarial Science with Investments.

You’ve probably heard about “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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17 Unexpected Retirement Expenses

Should You ALWAYS Wait to Claim Social Security Benefits?

Higher Taxes Ahead?

When to Name a Trust as your IRA Beneficiary

SECURE Act 2.0?

Jim's Money Blog

17 Unexpected Retirement Expenses

July 23, 2021

I wish I could take credit for this list, but I can’t. This is from the Society of Actuaries who outlined these unexpected or shocking expenses in its 2015 Risks and Process of Retirement Survey. I doubt it’s changed much since. Here they’re ranked by the likelihood of it happening.

Should You ALWAYS Wait to Claim Social Security Benefits?

July 15, 2021

There may be times when you might decide it’s worth claiming your Social Security benefits early!

Tag: Retirement Strategy

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