Video Library

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Six Retirement Account Options Every Retiree Must Know.  Each has it’s own advantages and disadvantages:

1 – Leave your money in your employer’s plan
 
 
2 – Move your money to your new employer’s plan.
 
 
3 – Roll your money into an IRA.
 
 
4 – Take a Lump Sum Distribution
 
 
5 – Convert your plan assets to a Roth IRA
 
 
6 – Make an in-plan Roth conversion

How the SECURE Act Changes Retirement

Secure Act 2.0 Short Videos

  1. More Time to Save
  2. More Ways to Save
  3. New Ways to Use Your Money
  4. Death of the “stretch”

Interested in becoming an IFG client?  Why play phone tag?  Schedule your 15-minute introductory phone call!

Jim Lorenzen, CFP®, AIF®

Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® in his 21st year of private practice as Founding Principal of The Independent Financial Group, a fee-based registered investment advisor. He is also licensed for insurance as an independent agent under California license 0C00742.  IFG helps specializes in crafting wealth design strategies around life goals by using a proven planning process coupled with a cost-conscious objective and non-conflicted risk management philosophy.

Opinions expressed are those of the author.  The Independent Financial Group does not provide legal or tax advice and nothing contained herein should be construed as securities or investment advice, nor an opinion regarding the appropriateness of any investment to the individual reader. The general information provided should not be acted upon without obtaining specific legal, tax, and investment advice from an appropriate licensed professional.

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20-Minute “Right Fit” Introductory Call Now!

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Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® in his 21st year of private practice as Founding Principal of The Independent Financial Group, a fee-based registered investment advisor. He is also licensed for insurance as an independent agent under California license 0C00742.

Schedule Your 20-Minute
“Right Fit” Introductory Call Now!