Merkle Retirement Planning
At Merkle Retirement Planning, we explore the six essential pillars of a comprehensive retirement plan, guided by experienced retirement planners. Through real-life examples and case studies, we aim to help you understand how to maximize your retirement savings while also planning for your lifestyle, income, taxes, investments, health care, and legacy.
To view full episodes from our award-winning television program, go to https://www.youtube.com/channel/UCz6RAh1std86e98lTB07eiw?sub_confirmation=1
Have questions? Schedule a RetireReady Call today at RetireReadyCall.com
Sell It or Keep It? What To Do With Inherited Real Estate
Your Retirement Accounts Come With a Tax Bill
Your Money Doesn’t Know You’re Retired
The Sideliner: Why Playing It Safe Could Set You Back
The Panic Seller: The Cost of Selling in a Down Market
The Truth About "SAFE" Money in Retirement
The Truth About Taking Market Risk in Retirement
Legacy Planning Is More Than Just Naming Beneficiaries
How Tax Diversification Can Change Your Entire Retirement
Where You Retire Could Cost You Double
The Market Dropped. Panic Set In. Here’s What Happened Next.
The Cost of Missing The Market's Best Days
What Is Long-Term Care?
Understanding Long-Term Care Costs (With Case Study)
How Much of Your Social Security Can Be Taxed?
Will Taxes Actually Be Lower in Retirement?
Legacy Planning: Will Your Surviving Spouse Have What They Need?
Is Your Beneficiary Information up to Date? (Why It Matters)
Why So Many Retirees Struggle to Spend Their Own Money
How This Couple Maximized Their Social Security Benefit
What Are Powers of Attorney—and Why Do They Matter?
Do You Need a Trust If You Already Have a Will?
Are You Underestimating the Impact of Inflation in Retirement?
Are You Overlooking the Power of Cash?
Roth Conversions During Market Volatility: Smart or Risky?
Dollar-Cost Averaging vs Lump Sum Investing
What 70% of Retirees Could Face—and Few Are Ready For
This Health Care Trap Could Raise Your Medicare Premiums
The Hidden Tax Trap of RMDs in Retirement
How Tax Brackets Actually Work