Category: Taxes

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Planning

Rollover Mistakes Could Be Irrevocable!

Jim Lorenzen, CFPÂ®, AIFÂ® According to Cerulli Associates, rollovers from 401(k)s and other retirement plans will cause IRA assets to reach $12 trillion by 2020,

June 29, 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

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Life Insurance

How to Plan for a “Late Life” Income Without Giving Up Control

Jim Lorenzen, CFPÂ®, AIFÂ® Scott and Linda (not their real names) have done everything right: They’ve worked hard, saved and invested wisely, and did all

June 15, 2016

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Retirement

RMDs – A Quick 4-Tip Checklist for Baby Boomers

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

May 11, 2016

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IFG Viewpoint & Outlook

Danger in Future Inflation, Interest Rate, and Tax-Law Changes.

Jim Lorenzen, CFPÂ®, AIFÂ® Back during the 1990s, many Americans, particularly baby-boomers, were focusing on accumulation. Many of us can remember the focus on mutual

April 27, 2016

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Retirement

Taxes in Retirement: A Potential Time-Bomb for Many!

Jim Lorenzen, CFPÂ®, AIFÂ® No one knows what taxes will be like in the coming years; but, with a debt that’s rising dramatically and an

April 6, 2016

Life Insurance

Numerous studies have consistently shown than Americans are ill-prepared for retirement. 401(k)s have apparently failed to provide a solution. You may be interested in seeing

March 9, 2016

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Family Issues

The Insurance Illustration Landscape is changing

Should You Believe Insurance Company Illustrations? Jim Lorenzen, CFPÂ®, AIFÂ® Just in case you haven’t heard, Genworth has decided to suspend life insurance and annuity

February 22, 2016

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Estate

RETHINKING PRIORITIES? SOME THOUGHTS FOR 2016

Jim Lorenzen, CFPÂ®, AIFÂ® The key to pursuing longer-term financial goals, such as retirement and education funding, is to have a well-thought-out plan that assigns

February 9, 2016

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Retirement

ROLLOVER MISTAKES ARE OFTEN IRREVOCABLE

Jim Lorenzen, CFPÂ®, AIFÂ® Believe it or not, over the years I’ve had many new clients come to their first planning meeting having already made

January 19, 2016

Most Popular:

How to Plan for a Tax Free Retirement

Tariffs, Trade Wars and the Cost of Guacamole

“How Can I Increase My Social Security Benefit?”

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.

Category: Taxes

Rollover Mistakes Could Be Irrevocable!

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

How to Plan for a “Late Life” Income Without Giving Up Control

RMDs – A Quick 4-Tip Checklist for Baby Boomers

Danger in Future Inflation, Interest Rate, and Tax-Law Changes.

Taxes in Retirement: A Potential Time-Bomb for Many!

The Insurance Illustration Landscape is changing

RETHINKING PRIORITIES? SOME THOUGHTS FOR 2016

ROLLOVER MISTAKES ARE OFTEN IRREVOCABLE

Most Popular:

How To Do a 401(k) Rollover.

How to Plan for a Tax Free Retirement

The Future of Social Security

Tariffs, Trade Wars and the Cost of Guacamole

“How Can I Increase My Social Security Benefit?”

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Jim's Money Blog

How To Do a 401(k) Rollover.

How to Plan for a Tax Free Retirement