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Retiring TodayAuthor: Merkle Retirement Planning
Ever wondered about the future of Social Security? Need help creating a plan for Long-Term Care? What happens if you retire during a Recession? Retiring in todays world can be complex and complicated. Each week, CERTIFIED FINANCIAL PLANNER Loren Merkle and co-host Molly Nelson will tackle trending financial topics and apply them to your retirement. Youll takeaway the important, need-to-know information about preparing for retirement and what happens after you get there. Retiring Today will give you actionable tips that you can use to reach your retirement goals. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
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245. You’ve Inherited an IRA — Now What?
Episode 245
Sunday, 23 August, 2026
Inheriting an IRA can feel overwhelming—emotionally and financially. With new rules requiring many beneficiaries to withdraw funds within 10 years, the decisions you make today could have long-term tax and retirement implications. In this episode, we walk through how to invest an inherited IRA, how withdrawal strategies impact your plan, and how to align this money with your personal goals. If you’ve recently inherited money—or expect to—this is a must-listen. Ready to take your next step in retirement planning? Schedule a RetireReady Call at https://bit.ly/3TX6rsq--Loren MerkleCFP®, RICP®, Certified Financial Fiduciary®https://merkleretirementplanning.com/staff-members/loren-merkle/Chawn HonkompCFP®, RICP®, Certified Financial Fiduciary®, CPA® https://merkleretirementplanning.com/staff-members/chawn-honkomp/Molly NelsonHost of Retiring Today with Loren Merklehttps://merkleretirementplanning.com/staff-members/molly-nelson/-- 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.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.
