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 »
Social Security will likely be a major part of your retirement paycheck, but the rules behind your benefit, taxes, and timing can be more complicated than they look on the surface. Retirement Planners Loren Merkle and Chawn
The Seven Social Security Rules Every Retiree Should Know Read More »
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
Launching Our First Magazine: Meet Adventurous Angie Read More »
When it comes to Medicare, misinformation travels fast. Maybe a friend insists it’s free. A coworker swears long-term care is covered. Someone else warns you about penalties for signing up