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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Bad Tax Planning begins when you believe your 401(k)/IRA statements.

DOGE Wants to “Streamline” Social Security – That will be interesting.

No Tax on Social Security Benefits?

Get Ready for Some Possible Tax Increases!

Bad Tax Planning begins when you believe your 401(k)/IRA statements.

February 18, 2025

If you have $500,000 in your 401(k) or IRA, it’s not really $500.000. That’s a tax planning mistake most people make going right out of the gate. If you’re married and filing jointly, it’s more likely you could have $325,000 (35% tax bracket) or just $315,000 (37% tax bracket).

DOGE Wants to “Streamline” Social Security – That will be interesting.

February 10, 2025

The three largest expenses in the federal budget are Social Security/Medicare, interest on the debt, and defense.

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:

Bad Tax Planning begins when you believe your 401(k)/IRA statements.

DOGE Wants to “Streamline” Social Security – That will be interesting.

No More Zero Interest Rates!

Get Ready for Some Possible Tax Increases!

© James Lorenzen. All rights reserved

Jim's Money Blog

Bad Tax Planning begins when you believe your 401(k)/IRA statements.

DOGE Wants to “Streamline” Social Security – That will be interesting.