Your Retirement.

Your way.

Have the Retirement You've Always Dreamed Of.

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Your Comprehensive Case

You've worked a lifetime accumulating for retirement. Now learn how to turn your hard-earned savings into the retirement of your dreams. Our Comprehensive Case provides confidence as you go about making important retirement decisions.

What Strategies Could Save You Thousands?

At our Passport to Retirement Classes, you'll learn about tax planning, health care planning, legacy planning, investment planning and income planning.

June 4
Passport at Grand View University
6:00 pm | Grand View Student Center 2811 E 14th Street
Des Moines, 50316 United States
June 5
Passport at Central College
6:00 pm | Central College’s Roe Center 1104 University Street
Pella, IA 50219 United States

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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Tax Strategies for Retirement: Buckets Create Tax Choices

With this 12-page instant download, you'll discover:

  • How Social Security is taxed
  • Where your current assets fall in the four tax buckets
  • How to start planning now for your future
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