Tag: Tax reduction

Does SECURE Act 2.0 Create a Stealth Tax?

The SECURE Act 2.0 may do a lot to help secure Uncle Sam, but I’m not so sure about the rest of us.

January 23, 2023

Does The SECURE Act Make You More Secure?

Looking for retirement security?
Government spending has been out of control for decades and Congress needs to raise revenue. So, they passed The SECURE (Setting Every Community Up for Retirement Enhancement) Act in December 2019. It may secure the government’s future; but, one provision may make your heir’s retirement a little less secure.

April 29, 2022

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

Tag: Tax reduction

Does SECURE Act 2.0 Create a Stealth Tax?

Does The SECURE Act Make You More Secure?

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?

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Does SECURE Act 2.0 Create a Stealth Tax?

Thinking About a Rollover?

IRAs With Excess Assets Impact Family Members Too!

ESG Investing: Really Worthwhile or Just Another Wall Street Gimmick?

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Jim's Money Blog

Does SECURE Act 2.0 Create a Stealth Tax?

Thinking About a Rollover?