Retiring Today

Individual retirement accounts (IRAs) have helped millions save for retirement. But because IRAs were created by government legislation, there are many rules and complexities that need to be understood and navigated. Listen to find out how to avoid some common IRA mistakes.

Market volatility is on the rise. After a wild week you may be wondering, when will it end, how will this impact my retirement savings and should I be making changes to my portfolio? In this week's episode, Loren talks about the current swings and three investment strategies that will help you weather the storm.

Iowa’s Governor has made some big income tax law changes. Today we talk about the new rules, rates and how they impact what you pay in retirement.

Developing a legacy plan is the best way to ensure that your wishes are met at the end of your life or after you are gone. In this episode, we talk with Estate Planning Attorney, Charlie Bottenberg about how the process works. He tells us the difference between a will and a trust and the advantage of a financial power of attorney or medical power of attorney. Plus, he shares some great tips about deciding who is the right person to make decisions about your assets after you are gone.

Charlie Bottenberg

How I am going to pay for health care in retirement? That question alone could prevent you from living out your retirement dreams. A plan is the answer that could help you feel retirement ready.

You can’t “set it and forget it” when it comes to investments - you have to update your investment plan as you get closer to retirement. If you think about it as a slow cooker - you might turn the heat down on risk and crank up the temp on diversification. In this episode we talk about how the investment strategy changes as you head to and through retirement. 

Tax Planning is one of the six components included in every customized retirement plan we help individuals and families put together. We call it Your Merkle Plan. In this episode of Retiring Today, Chawn Honkomp joins us in the podcast booth to talk about the steps you can take to control of taxes in retirement. 

Want to make the most out of your income in retirement? Schedule your 15 Minute Retirement Check-Up Call to talk with a retirement planner at MerkleRetire.com

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ABOUT THIS EPISODE

Retirement is so much more than investments. It’s an entire lifestyle. In this episode of Retiring Today, learn how building a lifestyle plan is essential to your retirement vision and how Merkle Retirement Planning offers opportunities for fun, education, and connecting with your peers!

What happens to my 401(k) when I retire? You have a lot of options. In this episode of Retiring Today, we cover two: leave it or roll it. Listen now to learn about the advantages and disadvantages of both.