12 min
RECAP 172. $650 Billion Left On the Table in Tax Savings: What Can You Do? Retiring Today
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- Investing
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
According to ThinkAdvisor.com, retirees leave $650 billion on the table in tax savings each year because of missed tax planning opportunities. What can you do to make sure this doesn't happen to you? Retirement Planner Loren Merkle talks about strategies that help you pay less in taxes and have more to spend in retirement, including:- Why many advisors need to shift their focus when helping people plan for retirement- The common investment that could be costing you more than you realize- A strategy that could lower your tax bill in retirement
Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®
https://merkleretirementplanning.com/staff-members/loren-merkle/
Chapter
00:00 Financial planning for retirement at age 30-40.
05:37 Study shows significant tax savings in investments.
07:53 Early retirement may qualify for Affordable Care.
10:03 Annuities fees, evaluate before replacing mutual funds.
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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
According to ThinkAdvisor.com, retirees leave $650 billion on the table in tax savings each year because of missed tax planning opportunities. What can you do to make sure this doesn't happen to you? Retirement Planner Loren Merkle talks about strategies that help you pay less in taxes and have more to spend in retirement, including:- Why many advisors need to shift their focus when helping people plan for retirement- The common investment that could be costing you more than you realize- A strategy that could lower your tax bill in retirement
Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®
https://merkleretirementplanning.com/staff-members/loren-merkle/
Chapter
00:00 Financial planning for retirement at age 30-40.
05:37 Study shows significant tax savings in investments.
07:53 Early retirement may qualify for Affordable Care.
10:03 Annuities fees, evaluate before replacing mutual funds.
--
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.
12 min