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.
A brand-new Merkle Retirement Planning magazine is here, and its first issue puts a spotlight on Adventurous Angie—an energetic retiree proving that retirement isn’t the end of the story; it’s […]
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This Indiana Jones–inspired episode of Retiring Today with Loren Merkle turns a common worry—how to start planning for retirement at 55—into a guided trek through six milestones: lifestyle, income, taxes, investments, health care, and legacy. We […]
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Our journey takes place inside the Cave of Questions because retirement often begins with more questions than answers and figuring out where to start can feel like navigating a dark cave. While inside, we discover that a map is a great place to […]
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Retirement doesn’t always follow a perfect timeline. A buyout, layoff, health change—or even just the calendar—can speed up big decisions. Retirement Planners Loren Merkle and Haley Gutschenritter explain how to […]
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Inheriting money can be both emotional and overwhelming. In this blog, Retirement Planners Loren Merkle and Clint Huntrods explain how different types of assets—cash, investments, retirement accounts, real estate, life […]
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Retirement planning isn’t just about saving money. It’s about making sure your plan supports the life you want to live once you stop working. Asking the right questions can uncover […]
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This blog breaks down five common beliefs about taxes in retirement, helping you separate fact from fiction. With direct insights from Retirement Planners Loren Merkle and Haley Gutschenritter, it covers […]
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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 […]
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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 […]
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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 […]
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