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Your Retirement.
Your Way.

Have the Retirement You've Always Dreamed Of.

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Tax Strategy Playbook

With 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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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.

December 3
Passport to Retirement Class
6:00 pm | Simpson College 1415 28th Street #250
West Des Moines, IA 50266 United States
December 10
Passport to Retirement Class
6:00 pm | Scheman Building 1805 Center Drive
Ames, Iowa 50011

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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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