Tag: Taxes in retirement

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Investing

Can You Reduce Risk By Adding To It?

Jim Lorenzen, CFPÂ®, AIFÂ® Ever wonder why so many “off-the-shelf” allocation engines available today tend to look so much alike? The reason is pretty straightforward:

February 7, 2017

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Life Insurance

Will My Money Last?

Jim Lorenzen, CFPÂ®, AIFÂ® Scott and Linda (not their real names) are in their 50s and have done a lot of things right: They’ve worked

January 31, 2017

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Investing

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

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

October 27, 2016

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Planning

RMD’s: A Quick 4-Tip Checklist for Baby Boomers

James Lorenzen, CFPÂ®, AIFÂ® Remember the 1990s? That was when every business channel had multiple programs with business gurus picking and ranking mutual funds. It

June 15, 2016

Most Popular:

Five Sneaky Tax Traps – and How You Can Dodge Them!

IRA Beneficiary Rules for Children are Different.

How to Plan for a Tax Free Retirement

Five Sneaky Tax Traps – and How You Can Dodge Them!

May 27, 2025

Congratulations—you’ve built up a healthy retirement nest egg, maybe even a couple million bucks in a traditional IRA. Cue the applause! No worry about tax traps now! But as you reach retirement and start thinking about how to spend it (or pass it on), Uncle Sam is waiting with a few surprise moves that could mess with your plans. These are the tax traps.

IRA Beneficiary Rules for Children are Different.

May 6, 2025

You’ve just inherited an IRA from someone not your spouse… usually a parent. Guess what! Your rules are different.

Tag: Taxes in retirement

Can You Reduce Risk By Adding To It?

Will My Money Last?

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

RMD’s: A Quick 4-Tip Checklist for Baby Boomers

Most Popular:

Five Sneaky Tax Traps – and How You Can Dodge Them!

IRA Beneficiary Rules for Children are Different.

How To Do a 401(k) Rollover.

How to Plan for a Tax Free Retirement

The Future of Social Security

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Jim's Money Blog

Five Sneaky Tax Traps – and How You Can Dodge Them!

IRA Beneficiary Rules for Children are Different.