If you’re offered a buyout or find yourself retiring earlier than planned, several important financial questions come into play. From health care coverage before Medicare to tax implications and 401(k) strategies, here’s what to consider […]
Facing a Buyout or Layoff? Key Retirement Questions to Answer Before You Decide Read More »
A large IRA can be a powerful retirement asset—but it also comes with tax implications and planning decisions. This blog explores three strategies retirement planners often consider for large IRAs: reducing taxes
$2 Million Saved ALL Pre-Tax: 3 Strategies to Reduce Your Tax Bill Read More »
Loneliness is rising among adults over 45, and it can have a powerful impact on health, happiness, and fulfillment in retirement. Here’s what recent research reveals—and how thoughtful retirement planning could help
The Hidden Crisis Facing Pre-Retirees Read More »
A Roth conversion can reshape your retirement tax strategy. This blog covers how it works, when it makes sense, and what to consider before making this decision. What Is a Roth Conversion? The basic
Do Roth Conversions Still Make Sense in 2026? Read More »
Many people assume their retirement savings tell them everything they need to know about the future. This article explores why a 401(k) is only one piece of the puzzle and
What is a Retirement Plan? Hint: It’s Not Your 401(k) Read More »
A common saying is you need a million dollars for retirement, but what does that actually mean for you? In this blog, you’ll meet Tom and Sandi. They have $1 million saved for retirement
Retirement Road Test: $1 Million Portfolio Read More »
Retirement taxes can feel overwhelming, especially when income starts coming from multiple sources. This blog walks through how different retirement accounts are taxed, why those taxes can matter more once paychecks stop, and
Confused About Retirement Taxes? You Are Not Alone Read More »
This blog explores how long $1 million might last in retirement under different spending scenarios, and why assumptions around lifestyle, inflation, taxes, and market volatility matter more than the headline number. A
Will $1 Million Last? Stress Testing Retirement Spending Read More »
Retirement laws continue to evolve as Washington rewrites the tax code and adjusts long-standing rules. Retirement Planners Clint Huntrods and Loren Merkle explain how recent legislation affects tax brackets, Required Minimum Distributions, inherited IRAs,
What Washington Changes Could Mean for Your Retirement Read More »
Retirement Planner Loren Merkle, and Director of Medicare & Long-Term Care AnnaMarie Morrow walk through the Retirement Readiness Checklist, breaking retirement planning into nine practical areas to help you discover where to
The Retirement Readiness Checklist: Where to Start and What to Tackle Next Read More »