Tag: Taxes in retirement

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

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

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Jim Lorenzen, CFP®, AIF® Most people buy life insurance based on the same outdated advice they’ve been given for years.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

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Which is Better: An IUL or a Roth IRA?

Uncle Sam’s Greed and Your Retirement: Should You Go All-In on Your 401(k)?

How Can You Make Your Retirement Money Last?

A Tax Trap That Catches Many By Surprise

What Baby Boomers Need to Know About Social Security in 2023!

Jim's Money Blog

Which is Better: An IUL or a Roth IRA?

June 6, 2023

When it comes to building a solid financial future, finding the right investment vehicle can be a daunting task. Comparisons are often made between an IUL (Indexed Universal Life Insurance) and a Roth IRA (Individual Retirement Account) as a choice between getting life insurance or investing in the stock market. While an IUL can give the appearance of doing both; however that’s not really the case – and, often, this can lead to unrealistic expectations.

Uncle Sam’s Greed and Your Retirement: Should You Go All-In on Your 401(k)?

May 19, 2023

Given the size of our growing national debt it’s no wonder so many people believe taxes will be higher in the future. We have an ageing population and there are a number of factors at work: There’s the annual deficit plus money needed to fund Medicare and Social Security, just to mention a few.

Tag: Taxes in retirement

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