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
Tag: RMDs
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
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
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
Planning
RMDs: We’re Baaaack!
RMDs are back for 2021! Make sure you don’t get his with penalties.
December 14, 2020
Planning
RMD’s: A Quick 4-Tip Checklist for Baby Boomers
James Lorenzen, CFP®, AIF® Remember the 1990s? That was when every business channel had multiple programs with business gurus picking and ranking mutual funds. It
June 15, 2016
