IFG Viewpoint & Outlook
No Tax on Social Security Benefits?
We all love free money; and no taxes on Social Security sounds good! Hey, Social Security benefits weren’t taxed for many years!
January 27, 2025
Tag: Taxes in retirement
IRAs
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
IRAs
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
Uncategorized
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
Economy
Are the Markets On Their Way Back?
Increased debt, the worry of a debt spiral, low yields, and future taxes – all make a solid plan more important than ever. Unfortunately, too many put it off until the’re “confident’, but they never get there.
April 20, 2020
Charitable Giving
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
Investing
Tax-Advantaged or Tax-Deferred? Do you know the difference?- copy
Jim Lorenzen, CFP®, AIF® Tax-deferred and tax-advantaged are two termsoften used interchangeably and, as a result, often lead to a lot of confusion; but, the
June 11, 2018
Life Insurance
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Jim Lorenzen, CFP®, AIF® Most people buy life insurance based on the same outdated advice they’ve been given for years.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
Investing
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
Investing
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 believe they
February 14, 2017
