Wealth planning and tax-managed strategies for pre-retirees and retirees.
All about your fiduciary advisor
Jim Lorenzen, CFP®, AIF®, and the IFG philosophy including answers to most frequently asked questions.
Building an attractive financial future begins with a blueprint.
Let’s begin designing your financial future today!
The withdrawal phase in retirement is different from the accumulation phase. During your working years, you just socked money away. But, during retirement there are decisions to make and tax traps to avoid – some of which can not only be unwelcome surprises, but irrevocable, as well. Getting your ducks lined up well in advance can make a big difference in later years.
People often pay more in retirement taxes than expected because different income is treated differently and hides penalties in gaps. Many make costly, irreversible Social Security decisions without realizing the stakes. The sad part is that poor decisions are usually avoidable.
Whether you’re a pre-retiree or already retired, you can get started today. Tell me your priorities here then schedule your introductory call.
You can begin planning your tomorrows right now!
Understanding the Diversification Puzzle
If you’re approaching retirement with $1 million or more in IRAs and 401(k)s, you’ve probably done a good job saving. But have you considered how much of that money you’ll actually get to keep?
Here are 5 Tax Problems You May Not See Coming…
