Tag: Retirement tax strategies

SECURE Act 2.0?

Remember when we heard the SECURE Act eliminated the stretch IRA for most all non-spouse beneficiaries?

June 9, 2021

What Does A Tax Strategy Look Like?

There are many possible tax strategies available. The question, of course, is which, if any, are appropriate for you.

March 11, 2021

No RMDs for 2020!

Required minimum distributions (RMDs) have been eliminated for 2020 due to the COVID-19 pandemic; but, you just might want to consider taking a distribution anyway. Why?

August 14, 2020

Three Tips for Building Family Wealth

Most people work long hours for 30+ years trying to build wealth for themselves and their families. These three tips can make it a little easier.

July 6, 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

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

What if Retirement Plan Statements Stated the Facts?

The next time you open your 401(k) or IRA statement and see your current balance, it might be worth remembering it isn’t true. The balance,

September 21, 2016

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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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 tax strategies

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