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Your Retirement.
Your Way.

Have the Retirement You've Always Dreamed Of.

The SECURE Act

The SECURE Act is the largest legislative change in retirement rules since the Pension Protection Act of 2006. What does it mean for your retirement? Click the button below to learn more.

View Our New Course

Offerings for 2020!

Journey to Retirement: For Pre-Retirees 

  • Important Health Care Changes
  • Social Security Maximization
  • Tax-saving Strategies

Boost Your Retirement: For Retirees

  • Long-term Care Strategies
  • Legacy Planning Steps
  • Extending Income to Age 100
January 28
Journey to Retirement
6:00 pm | DMACC West Campus 5959 Grand Avenue
West Des Moines, IA 50266
January 30
Boost Your Retirement
6:00 pm | DMACC West Campus 5959 Grand Avenue
West Des Moines, IA 50266

Instant Download

5 Things To Know Before You Retire

With this 8-page instant download, you'll discover:

  • Different tax planning plays to and through retirement
  • How to potentially save money through tax diversification
  • One of the most powerful tax advantageous accounts
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Watch TV episodes of
“Retiring Today with Loren Merkle”

Get answers to the most commonly asked questions about retirement planning — and more.

The Merkle Retirement Method

Assess

Where are you at today with your Retirement Planning and what will it take to get you to where you want to be? Are there strategies you have yet to explore?

Analyze

What's keeping you from reaching your goals right now? How could your plan improve? We'll take a closer look at your portfolio risk and the fees you're paying.

Achieve

Explore how the Merkle Retirement Method can help you achieve your retirement dreams. The power is in the planning.

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