Taxes Blog Posts
Taxes are one of the six essential pillars of the written plans we help families and individuals create, called a RetireSecure Roadmap. Developing a customized, long-term tax plan can help you decrease your tax bill and increase how much you get to spend in retirement. The tax pillar outlines tax savings and strategies for investing, spending, and passing on your retirement savings. Tax laws often change, and our team is committed to staying up-to-date on the rules and how they impact retirement.
Retirement planning is a crucial stage in life, similar to making significant financial decisions like buying a car or a house. Loren Merkle brings a fresh perspective on the concept […]
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Retirement is a significant milestone in anyone’s life, marking the transition from years of employment to a period of relaxation and new experiences. A critical aspect of this transition is […]
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Understanding Social Security is important as it plays a significant role in retirement planning. We help you make sense of the facts and provide insights into optimizing Social Security benefits […]
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As retirement approaches, it’s essential to rethink your strategy for handling your Individual Retirement Account (IRA). With a focus on maximizing benefits and minimizing taxes, this blog will help you […]
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As retirement approaches, it’s essential to rethink your strategy for handling your Individual Retirement Account (IRA). With a focus on maximizing benefits and minimizing taxes, this blog will help you […]
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Retirement is a phase in life that should be enjoyed, not spent worrying about running out of money. But with inflation spikes in recent years, many are concerned about sustaining […]
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Embarking on the journey to retirement can feel as daunting as Dorothy’s trek through Oz. But just like Dorothy, who had the lion, scarecrow, and tin man to help her […]
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Planning for retirement is often seen as a daunting task, filled with more questions than answers. In a special edition of “Retiring Today with Loren Merkle” we take a whimsical […]
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Discover simple yet effective tax strategies for retirement. – Understanding the massive scope of the U.S. tax code and its implications on personal finance. – Explore the concept of tax […]
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Don’t leave retirement money on the table due to taxes! We’re diving deep into strategic planning to save you potentially thousands in tax dollars. – Learn about the whopping $650 […]
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