Navigating Medicare and Maximizing Retirement Income | Retiring Today with Loren Merkle

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In this episode of Retiring Today with Loren Merkel, we dive deep into the strategies and tools that can help you achieve your retirement vision. Discover how to retire on your own terms with our expert guidance on Medicare decisions and comprehensive retirement planning.

Importance of planning for a customizable retirement that matches your unique vision.
Tackling financial aspects, including income strategies and tax planning.
Understanding Medicare and how to manage associated costs effectively.
The role of Roth conversions and HSA accounts in retirement planning.
Insights on longevity and ensuring your savings last throughout your retirement years.


Loren Merkle, CERTIFIED FINANCIAL PLANNER™, RETIREMENT INCOME CERTIFIED PROFESSIONAL®, CERTIFIED FINANCIAL FIDUCIARY®
https://merkleretirementplanning.com/...

AnnaMarie Morrow, Director of Medicare
https://merkleretirementplanning.com/...

Molly Nelson, Host of Retiring Today
https://merkleretirementplanning.com/...


Chapter
00:00 Introduction

00:47 Most people spend 40 years planning for retirement

05:18 Collaboration with AnnaMarie for comprehensive retirement planning.

09:31 Identify retirement goals, plan finances, secure income.

13:32 Lowered taxes provide significant increase in spendable income.

16:11 Convert pre-tax retirement savings to Roth IRA.

18:29 Implement tax strategies, it's never too late.

21:50 Plan for long-term care and healthcare expenses.

25:49 Guide provides retirement strategies in easy-to-read format.

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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.