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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To Roll or Not to Roll

Does The SECURE Act Make You More Secure?

7% Return? From the U.S. Treasury?

Beware of Tax Torpedoes and the IRMAA Cliff

Jim's Money Blog

To Roll or Not to Roll

May 13, 2022

Good question. Whether or not you should roll-over your retirement funds to an IRA….. it depends (#1 in the consultant’s handbook of responses).

Does The SECURE Act Make You More Secure?

April 29, 2022

Looking for retirement security?
Government spending has been out of control for decades and Congress needs to raise revenue. So, they passed The SECURE (Setting Every Community Up for Retirement Enhancement) Act in December 2019. It may secure the government’s future; but, one provision may make your heir’s retirement a little less secure.

Tag: Retirement tax strategies

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