Defer, defer, defer - that's the age-old tax mantra. But could it actually be a tax trap? We explore why the money you’ve worked so hard to save in your 401(k) could be subject to a big tax bill and what you can do now to take control of your taxes.
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If you have questions about your retirement journey, schedule a Complimentary 15 Minute Retirement Check-Up Call with one of our retirement planners at MerkleRetire.com

Defer, defer, defer - that's the age-old tax mantra. But could it actually be a tax trap? We explore why the money you’ve worked so hard to save in your 401(k) could be subject to a big tax bill and what you can do now to take control of your taxes. -- If you have questions about your retirement journey, schedule a Complimentary 15 Minute Retirement Check-Up Call with one of our retirement planners at MerkleRetire.com

96. Could Your 401(k) be a Tax Trap?

Ever wondered about the future of Social Security? Need help creating a plan for Long-Term Care? What happens if you retire during a Recession?

Retiring in today’s world can be complex and complicated. Each week, CERTIFIED FINANCIAL PLANNER™ Loren Merkle and co-host Molly Nelson will tackle trending financial topics and apply them to your retirement. You’ll takeaway the important, need-to-know information about preparing for retirement and what happens after you get there. Retiring Today will give you actionable tips that you can use to reach your retirement goals.

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Ever wondered about the future of Social Security? Need help creating a plan for Long-Term Care? What happens if you retire during a Recession? Retiring in today’s world can be complex and complicated. Each week, CERTIFIED FINANCIAL PLANNER™ Loren Merkle and co-host Molly Nelson will tackle trending financial topics and apply them to your retirement. You’ll takeaway the important, need-to-know information about preparing for retirement and what happens after you get there. Retiring Today will give you actionable tips that you can use to reach your retirement goals.

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96. Could Your 401(k) be a Tax Trap?

96. Could Your 401(k) be a Tax Trap?

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