Will Taxes Actually Be Lower in Retirement?

It’s common to think your tax bill will shrink in retirement, but that’s not always the case. In this clip from Retiring Today, we explain how your income from tax-deferred accounts, Social Security, and required minimum distributions may keep you in the same tax bracket or even raise it. We also explore how tax diversification strategies can help you make more informed decisions.
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Watch the full episode here:    • Debunking Common Retirement Tax Myths  
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Loren Merkle
CFP®, RICP®, Certified Financial Fiduciary®
https://merkleretirementplanning.com/...

Haley Gutschenritter
CFP®
https://merkleretirementplanning.com/...

Molly Nelson
Host of Retiring Today with Loren Merkle
https://merkleretirementplanning.com/...

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This video does not constitute an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or any other product or service by Merkle Retirement Planning LLC, Elite Retirement Planning LLC, MRP Insurance LLC, or any other third party regardless of whether such security, product or service is referenced in this episode. Furthermore, nothing in this episode is intended to provide tax, legal, or investment advice and nothing in this episode should be construed as a recommendation to buy, sell, or hold any investment or security or to engage in any investment strategy or transaction. Merkle Retirement Planning, LLC does not represent that the securities, products, or services discussed in this episode are suitable for any particular investor. You are solely responsible for determining whether any investment, investment strategy, security or related transaction is appropriate for you based on your personal investment objectives, financial circumstances and risk tolerance. You should consult your business advisor, attorney, or tax and accounting advisor regarding your specific business, legal or tax situation.

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