Tag: Tax reduction

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

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

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

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

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 reduction

What Does A Tax Strategy Look Like?

No RMDs for 2020!

Three Tips for Building Family Wealth

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

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

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

What if Retirement Plan Statements Stated the Facts?

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