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.
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 […]
Read More
Nearly half of retirees say they retired earlier than planned, according to a Mass Mutual Retirement Happiness Study. This blog explores the nuances of planning for early retirement. We delve […]
Read More
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 […]
Read More
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 […]
Read More
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 […]
Read More
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 […]
Read More
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 […]
Read More
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 […]
Read More
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 […]
Read More
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 […]
Read More