6 Min.

RECAP 172. Wrap Your Mind Around $650 Billion and Why You Should Care Retiring Today

    • Geldanlage

Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/3xK7HnC

Register for our next Journey to Retirement Online Workshop to learn more about building a comprehensive retirement plan. - https://bit.ly/4aeNR1B



In this video, Retiring Today Host Molly Nelson recaps our eye-opening episode of Retiring Today with Loren Merkle. According to ThinkAdvisor.com, there are $650 billion in tax savings that could be realized by retirees with the proper planning. Find out:

- Why retirees are leaving money on the table

- How to develop a plan that makes the most of your retirement savings

- Why you can't just focus on investments in retirement



Molly Nelson, Host of Retiring Today https://merkleretirementplanning.com/staff-members/molly-nelson/



Chapter

00:00 Early proactive financial planning saves money later.

04:45 Long-term tax planning incorporates investments and spending.



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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.

Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/3xK7HnC

Register for our next Journey to Retirement Online Workshop to learn more about building a comprehensive retirement plan. - https://bit.ly/4aeNR1B



In this video, Retiring Today Host Molly Nelson recaps our eye-opening episode of Retiring Today with Loren Merkle. According to ThinkAdvisor.com, there are $650 billion in tax savings that could be realized by retirees with the proper planning. Find out:

- Why retirees are leaving money on the table

- How to develop a plan that makes the most of your retirement savings

- Why you can't just focus on investments in retirement



Molly Nelson, Host of Retiring Today https://merkleretirementplanning.com/staff-members/molly-nelson/



Chapter

00:00 Early proactive financial planning saves money later.

04:45 Long-term tax planning incorporates investments and spending.



--

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.

6 Min.