Merkle Retirement Planning - Invidious

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 youtube.com/channel/UCz6RAh1std86e98lTB07eiw?sub_c…

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5:00

Sell It or Keep It? What To Do With Inherited Real Estate

Merkle Retirement Planning

Shared 7 months ago

162 views

3:04

Your Retirement Accounts Come With a Tax Bill

Merkle Retirement Planning

Shared 7 months ago

119 views

2:53

Your Money Doesn’t Know You’re Retired

Merkle Retirement Planning

Shared 7 months ago

38 views

4:31

The Sideliner: Why Playing It Safe Could Set You Back

Merkle Retirement Planning

Shared 7 months ago

49 views

4:35

The Panic Seller: The Cost of Selling in a Down Market

Merkle Retirement Planning

Shared 7 months ago

28 views

3:00

The Truth About "SAFE" Money in Retirement

Merkle Retirement Planning

Shared 8 months ago

63 views

4:51

The Truth About Taking Market Risk in Retirement

Merkle Retirement Planning

Shared 8 months ago

38 views

2:30

Legacy Planning Is More Than Just Naming Beneficiaries

Merkle Retirement Planning

Shared 8 months ago

34 views

7:13

How Tax Diversification Can Change Your Entire Retirement

Merkle Retirement Planning

Shared 8 months ago

126 views

2:55

Where You Retire Could Cost You Double

Merkle Retirement Planning

Shared 8 months ago

72 views

3:16

The Market Dropped. Panic Set In. Here’s What Happened Next.

Merkle Retirement Planning

Shared 9 months ago

129 views

4:22

The Cost of Missing The Market's Best Days

Merkle Retirement Planning

Shared 9 months ago

109 views

4:59

What Is Long-Term Care?

Merkle Retirement Planning

Shared 9 months ago

33 views

6:06

Understanding Long-Term Care Costs (With Case Study)

Merkle Retirement Planning

Shared 9 months ago

58 views

4:36

How Much of Your Social Security Can Be Taxed?

Merkle Retirement Planning

Shared 9 months ago

383 views

1:57

Will Taxes Actually Be Lower in Retirement?

Merkle Retirement Planning

Shared 9 months ago

123 views

7:24

Legacy Planning: Will Your Surviving Spouse Have What They Need?

Merkle Retirement Planning

Shared 10 months ago

35 views

2:36

Is Your Beneficiary Information up to Date? (Why It Matters)

Merkle Retirement Planning

Shared 10 months ago

97 views

4:06

Why So Many Retirees Struggle to Spend Their Own Money

Merkle Retirement Planning

Shared 10 months ago

469 views

5:38

How This Couple Maximized Their Social Security Benefit

Merkle Retirement Planning

Shared 10 months ago

80 views

4:48

What Are Powers of Attorney—and Why Do They Matter?

Merkle Retirement Planning

Shared 10 months ago

102 views

6:23

Do You Need a Trust If You Already Have a Will?

Merkle Retirement Planning

Shared 10 months ago

148 views

3:51

Are You Underestimating the Impact of Inflation in Retirement?

Merkle Retirement Planning

Shared 10 months ago

85 views

3:37

Are You Overlooking the Power of Cash?

Merkle Retirement Planning

Shared 10 months ago

153 views

4:23

Roth Conversions During Market Volatility: Smart or Risky?

Merkle Retirement Planning

Shared 11 months ago

133 views

8:05

Dollar-Cost Averaging vs Lump Sum Investing

Merkle Retirement Planning

Shared 11 months ago

255 views

5:53

What 70% of Retirees Could Face—and Few Are Ready For

Merkle Retirement Planning

Shared 11 months ago

92 views

8:02

This Health Care Trap Could Raise Your Medicare Premiums

Merkle Retirement Planning

Shared 11 months ago

186 views

7:58

The Hidden Tax Trap of RMDs in Retirement

Merkle Retirement Planning

Shared 11 months ago

1K views

6:11

How Tax Brackets Actually Work

Merkle Retirement Planning

Shared 11 months ago

108 views

6:58

Are You Taking Too Much (or Too Little) Investment Risk?

Merkle Retirement Planning

Shared 11 months ago

284 views

5:47

The Risk of Overestimating Returns in Retirement

Merkle Retirement Planning

Shared 11 months ago

219 views

4:28

How Retirement Income Is Taxed (And Why It’s Not All the Same)

Merkle Retirement Planning

Shared 11 months ago

852 views

7:23

How This Couple Saved $400,000 in Retirement Taxes (Case Study)

Merkle Retirement Planning

Shared 1 year ago

150 views

2:56

How Roth Accounts Could Lower Your Taxes in Retirement

Merkle Retirement Planning

Shared 1 year ago

39 views

8:25

What is Tax Diversification And How Does It Work? (With Case Study)

Merkle Retirement Planning

Shared 1 year ago

277 views

4:43

How To Approach Market Risk In Retirement

Merkle Retirement Planning

Shared 1 year ago

381 views

4:05

How One IRA Simplified Her Entire Retirement

Merkle Retirement Planning

Shared 1 year ago

123 views

6:26

How an In-Service Rollover Works—And Is It Worth It?

Merkle Retirement Planning

Shared 1 year ago

402 views

4:10

401(k) Basics: How It Works & Why It’s Key for Retirement

Merkle Retirement Planning

Shared 1 year ago

335 views

3:27

You Can Use Qualified Charitable Distributions to Lower Your RMDs. (Here's How)

Merkle Retirement Planning

Shared 1 year ago

392 views

4:40

Avoid the Tax Time Bomb by Lowering Your RMD. (With Example)

Merkle Retirement Planning

Shared 1 year ago

118 views

4:42

How to Account for Inflation When Planning for Retirement

Merkle Retirement Planning

Shared 1 year ago

146 views

4:36

What's the Difference Between a Retirement Planner and a Financial Advisor?

Merkle Retirement Planning

Shared 1 year ago

299 views

4:08

Retirement Income 101: How Do I Get My Money?

Merkle Retirement Planning

Shared 1 year ago

1.2K views

6:52

She Retired 2 Years Earlier Than Planned

Merkle Retirement Planning

Shared 1 year ago

130 views

21:55

Can You Retire Earlier Than Expected? | Retiring Today With Loren Merkle

Merkle Retirement Planning

Shared 1 year ago

652 views

2:15

Is There a Limit on Roth Conversions?

Merkle Retirement Planning

Shared 1 year ago

427 views

9:25

Roth IRA 5-Year Rule Explained: Avoid Taxes & Penalties

Merkle Retirement Planning

Shared 1 year ago

2.4K views

21:13

Retirement Planners Explain Roth IRAs | Retiring Today with Loren Merkle

Merkle Retirement Planning

Shared 1 year ago

295 views

3:03

How to Test Your Budget Before You Retire

Merkle Retirement Planning

Shared 1 year ago

144 views

3:40

When To Apply for Social Security Benefits

Merkle Retirement Planning

Shared 1 year ago

1.8K views

23:14

Put Your Retirement Plan to the Test | Retiring Today With Loren Merkle

Merkle Retirement Planning

Shared 1 year ago

731 views

3:39

It's Not Too Early to Develop A Retirement Income Plan

Merkle Retirement Planning

Shared 1 year ago

104 views

2:32

Retirement Income | 5 Common Sources

Merkle Retirement Planning

Shared 1 year ago

317 views

23:20

Understand the Basics of Retirement Income | Retiring Today with Loren Merkle

Merkle Retirement Planning

Shared 1 year ago

2.7K views

3:50

Inheritance Tax Laws: Big Changes Coming in Iowa

Merkle Retirement Planning

Shared 1 year ago

130 views

2:21

Here's How Much Your Social Security Increases in 2025

Merkle Retirement Planning

Shared 1 year ago

185 views

20:30

Debunking Social Security Myths | Retiring Today with Loren Merkle

Merkle Retirement Planning

Shared 1 year ago

414 views

4:49

Working Past 65? Here's What You Need To Know About Electing Medicare

Merkle Retirement Planning

Shared 1 year ago

372 views