All Blog Posts
One area that can catch even the most diligent savers off guard is health care. We explore three of the biggest health care traps in retirement—and how you can avoid […]
Taxes can quietly take a big bite out of your nest egg if you don’t plan ahead. Relying on old assumptions from your working years can lead to costly mistakes […]
As retirement approaches, the decisions and strategies required to achieve a comfortable and secure retirement become more complex than most anticipate. Retirement Planners Loren Merkle and Clint Huntrods highlight a […]
Retirement isn’t just about leaving the workforce—it’s about entering a new phase of life, and getting organized is one of the best ways to ensure your retirement journey is smooth […]
Worried your 401(k) or IRA will lead to a surprising tax bill in retirement? Learn why taxes can be higher after you stop working—and what proactive strategies can help you […]
For many, the 401(k) represents a large portion of retirement savings, so understanding your options—and the nuances that come with them—is an important part of your retirement income plan. We’ll break […]
When planning for retirement, there’s often a lot of focus on growing your nest egg through diversified investments, but what about diversifying your taxes? This is about strategic and long-term […]
We cover the intricacies of Required Minimum Distributions or RMDs, highlighting their impact on retirement planning and offering insights into strategies that can help minimize tax burdens and optimize retirement […]
In this episode of Retiring Today with Loren Merkle we cover important strategies to help you plan for the possibility of an extended retirement, emphasizing the need to anticipate a […]
Roth IRAs can feel a bit mysterious, but understanding how they work—and the rules around them—can make a real difference in your retirement planning. In this blog, we’ll clear up […]