Tag: Tax-Free Retirement Income

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

Investment Strategy Is About More Than Returns.

Investment strategy tied to a plan can be powerful. Doing things a little differently can make a big difference.

February 4, 2021

Thinking of Giving to Charity? Here are some options for giving!

Jim Lorenzen, CFP®, AIF® Giving to charity? While most anything can be given to charity, these are the more common forms of donated property: Cash: Cash

September 26, 2018

Tax-Advantaged or Tax-Deferred? Do you know the difference?- copy

Jim Lorenzen, CFP®, AIF® Tax-deferred and tax-advantaged are two terms often used interchangeably and, as a result, often lead to a lot of confusion; but, the

June 11, 2018

What’s Your Focus?

Jim Lorenzen, CFP®, AIF® Most people buy life insurance based on the same outdated advice they’ve been given for years. It’s predictable: buy term

March 14, 2017

Do You Have A Greedy Business Partner – Even if you don’t own a business.

Jim Lorenzen, CFP®, AIF® If you work, you have a business partner, even if you don’t own a business. And, this partner isn’t like most

March 8, 2017

Do Advisors Really Add Value?

Jim Lorenzen, CFP®, AIF® For years the media and others have debated the ultimate value of an advisor to the individual investor. Some

February 14, 2017

Can You Reduce Risk By Adding To It?

Jim Lorenzen, CFP®, AIF® Ever wonder why so many “off-the-shelf” allocation engines available today tend to look so much alike? The reason is

February 7, 2017

Will My Money Last?

Jim Lorenzen, CFP®, AIF® Scott and Linda (not their real names) are in their 50s and have done a lot of things right: They’ve worked

January 31, 2017

Tax-Advantaged is Better than Tax-Deferred! Do you know the difference?

Jim Lorenzen, CFP®, AIF® Tax-deferred and tax-advantaged are two terms often used interchangeably and, as a result, often lead to a lot of confusion; but, the

October 27, 2016

Most Popular:

17 Unexpected Retirement Expenses

Should You ALWAYS Wait to Claim Social Security Benefits?

When to Name a Trust as your IRA Beneficiary

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: Tax-Free Retirement Income

What Does A Tax Strategy Look Like?

Investment Strategy Is About More Than Returns.

Thinking of Giving to Charity? Here are some options for giving!

Tax-Advantaged or Tax-Deferred? Do you know the difference?- copy

What’s Your Focus?

Do You Have A Greedy Business Partner – Even if you don’t own a business.

Do Advisors Really Add Value?

Can You Reduce Risk By Adding To It?

Will My Money Last?

Tax-Advantaged is Better than Tax-Deferred! Do you know the difference?

Most Popular:

17 Unexpected Retirement Expenses

Higher Taxes Ahead?

When to Name a Trust as your IRA Beneficiary

SECURE Act 2.0?

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Jim's Money Blog

17 Unexpected Retirement Expenses