Tag: RMDs

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IFG Viewpoint & Outlook

SECURE Act 2.0: RMD Age Hikes Coming?

RMD age hikes may not be the blessing you think. The question just might be who is more secure? Retirees or future government spending?

August 8, 2022

IRAs

Can Your IRA Grow Too Big?

A Roth conversion for some IRA assets may provide more tax savings than you realize.

September 28, 2021

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IRAs

SECURE Act 2.0?

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

June 9, 2021

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Planning

To Roll or Not to Roll

Rollover advice isn’t always straightforward – it’s often conflicted. There are issues you should address before you act.

January 7, 2021

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Planning

RMDs: We’re Baaaack!

RMDs are back for 2021! Make sure you don’t get his with penalties.

December 14, 2020

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Planning

RMD’s: A Quick 4-Tip Checklist for Baby Boomers

James Lorenzen, CFPÂ®, AIFÂ® Remember the 1990s? That was when every business channel had multiple programs with business gurus picking and ranking mutual funds. It

June 15, 2016

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Five Sneaky Tax Traps – and How You Can Dodge Them!

IRA Beneficiary Rules for Children are Different.

From Growth to Efficiency and a Fiduciary Standard: Tax-Smart Investors Focus on More than Performance.

June 19, 2025

Back in the 1990s, taxes and fiduciary standards weren’t talked about. The financial headlines were dominated by star fund managers and double-digit growth stories. Financial talk shows and glossy magazines alike obsessed over who was “beating the market.” The mantra was simple: accumulate assets. That was the measure of success.

Why Claiming Social Security at Age 70 Could Be a Smart Move—But Here’s What Most People Miss

June 5, 2025

What most people don’t realize: There are some important details about how and when these delayed credits are actually added to your benefit.

Tag: RMDs

SECURE Act 2.0: RMD Age Hikes Coming?

Can Your IRA Grow Too Big?

SECURE Act 2.0?

To Roll or Not to Roll

RMDs: We’re Baaaack!

RMD’s: A Quick 4-Tip Checklist for Baby Boomers

Most Popular:

From Growth to Efficiency and a Fiduciary Standard: Tax-Smart Investors Focus on More than Performance.

Why Claiming Social Security at Age 70 Could Be a Smart Move—But Here’s What Most People Miss

Five Sneaky Tax Traps – and How You Can Dodge Them!

IRA Beneficiary Rules for Children are Different.

How To Do a 401(k) Rollover.

© James Lorenzen. All rights reserved

Jim's Money Blog

From Growth to Efficiency and a Fiduciary Standard: Tax-Smart Investors Focus on More than Performance.

Why Claiming Social Security at Age 70 Could Be a Smart Move—But Here’s What Most People Miss