My Take on the Debt Limit and Bank Crisis
When we set up Your Merkle Plan, we talked about legislative risk – how what happens in Washington can impact your plan in good and bad ways. A few months ago, …
How 5 Types of Retirement Income Are Taxed
Not all retirement income is taxed the same. We explore five types of retirement income and how the federal government taxes them. Traditional IRAs and 401(k)s Traditional IRAs and 401(k) …
A Guide to SECURE Act 2.0
New laws are changing the landscape of retirement – again. SECURE Act 2.0 consists of more than 90 retirement provisions, including changes to RMDs, catch-up contributions, Roth accounts, and college …
Why It’s Going to be a Great Year
2022 was a good year. I’m serious. I know, I know. There was a market correction, interest rates pushed borrowing costs to levels we haven’t seen since 2008, and inflation …