MERCK

I started my financial planning firm to help people that help people. I started working with Merck employees and the more I got to know their benefits, the more I wanted to help them avoid the pitfalls of this benefit. Despite its generosity, Merck's Cash Balance plan introduces a nuanced layer of complexity to financial planning that is best addressed as early as possible... Learn how Merck's Cash Balance plan will influence your taxable income in the future, and what you can do to save money in taxes and potentially retire earlier than you expected.