Tag: Taxes in retirement

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

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

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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

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Charitable Giving

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

Jim Lorenzen, CFPÂ®, AIFÂ® 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

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Investing

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

Jim Lorenzen, CFPÂ®, AIFÂ® 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

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Life Insurance

What’s Your Focus?

Jim Lorenzen, CFPÂ®, AIFÂ® Most people buy life insurance based on the same outdated advice they’ve been given for years.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

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Investing

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

Jim Lorenzen, CFPÂ®, AIFÂ® 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

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Investing

Do Advisors Really Add Value?

Jim Lorenzen, CFPÂ®, AIFÂ® For years the media and others have debated the ultimate value of an advisor to the individual investor. Some believe they

February 14, 2017

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Jim's Money Blog

How To Do a 401(k) Rollover.

April 17, 2025

If you’ve changed jobs or are getting ready to retire, don’t leave your old retirement account behind. Rolling over your employer-sponsored plan—like a 401(k) or 403(b)—into an IRA or new employer’s plan keeps your money growing tax-deferred and gives you more control over your investments.

How to Plan for a Tax Free Retirement

April 4, 2025

The Big Picture:

For years, baby boomers drove the housing market, and much of the economy, as they moved into their first homes, began raising families, and moved-up to larger homes finally ending-up in the “McMansions” we’re all familiar with today. The boomers are now older—they’re no longer moving up. In fact, they’re just beginning to “decumulate” and downsize.

Tag: Taxes in retirement

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