The Tax Trap Most Retirees Miss
- Most retirees assume their tax bill drops when they stop working. For many, it doesn't. Here's why.
- Consolidate old 401(k)s and understand your allocations
- Rule of 55: Early 401(k) withdrawals if you retire
Tax Strategies for Retirement
Buckets CreateTax Choices
What You'll Learn
- Why your retirement tax bill could be higher than you expect
- Tax strategies many retirees overlook
- What rising tax rates could mean for your retirement
Inside This Guide
Understand the strategies that may help you address the tax risks that could impact your savings throughout your retirement.
Your Four Tax Buckets
- Not all retirement accounts are taxed the same way. Learn how to identify where your money sits — and why it matters.
- Medicare enrollment at 65 (avoid lifetime penalties)
- Test drive your retirement lifestyle and budget
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Strategies You Can Use Now
- From Roth conversions to tax diversification, discover the moves that could reduce what you owe for decades to come.
- RMDs begin at age 73 (or 75 depending on birth year)
- Qualified Charitable Distributions available at 70½
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What You'll Learn
✓ Why your retirement tax bill could be higher you expect
✓ Tax strategies many retirees overlook
✓ What rising taxes could mean for your retirement
Investment Advisory Services offered through Elite Retirement Planning, LLC. Insurance Services offered through MRP Insurance, LLC. Tax planning services are offered through Merkle Tax Solutions, LLC.
Medicare services provided through MRP Insurance, LLC. Any and all other services related to insurance are an outside business activity and are not offered through or supervised by Elite Retirement Planning, LLC. MRP Insurance, LLC, is not affiliated with or endorsed by any government agency. This is an advertisement for insurance. By responding to the ad, you will be put in contact with a licensed insurance agent offering Medicare Advantage Plans, Medicare Supplement Plans, and Prescription Drug Plans. We do not offer every plan available in your area. Currently we represent [5] organizations which offer [22] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.
The testimonial shared in this is provided by a current client, who did not receive compensation for their experience with Merkle Retirement Planning. This testimonial does not present conflicts of interest due to the relationships or services offered. This published testimonial is representative of this individual’s experience only.
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