Troyer Retirement

Troyer Retirement Retirement is a critical time, and most retirees simply don’t have the time to recoup losses in their portfolios. Let us show you how we help our clients!

10/03/2026

Have you had "the conversation" with your family?

On this week's podcast, we discuss why retirement and estate planning aren't just about accounts and documents. They're about making sure your wishes are understood and your loved ones aren't left guessing during difficult times.

🎧 Listen to The Troyer Retirement Show on your favorite podcast platform!

🍂 Join our team this October for one of our upcoming educational events! We'll discuss important retirement planning top...
10/02/2026

🍂 Join our team this October for one of our upcoming educational events! We'll discuss important retirement planning topics and explore strategies designed to help you better understand the financial decisions that can impact your future.

Whether you're approaching retirement or already there, these events are a great opportunity to get your questions answered and learn more in a welcoming, educational setting.

📅 Reserve your seat today at retirewithtroyer.com

09/30/2026

What if one of the biggest challenges in retirement isn't the market... it's taxes?

On this week's podcast, we discuss why Required Minimum Distributions (RMDs) deserve more attention and how large IRA balances can create tax consequences not only for retirees, but potentially for the next generation as well.

🎧 Listen to The Troyer Retirement Show on your favorite podcast platform!

09/26/2026

Houston discusses the concept of an income gap and why understanding your expenses, Social Security strategy, and guaranteed income sources can play such an important role in retirement planning.

Because retirement isn't just about building a nest egg. It's about creating a plan that helps support the life you've worked so hard to enjoy.

🎧 Listen to The Troyer Retirement Radio Show on your favorite podcast platform!

09/25/2026

📺 Taxes don't disappear in retirement. On this segment of The Retirement Report, Mark discusses tax strategies that can help retirees keep more of what they've worked so hard to save.

09/23/2026

What happens to your family when you're no longer here?

On this week's podcast, Mark discusses why estate planning is about more than documents and legal paperwork. It's about creating a plan that helps make life's transitions easier for the people you care about most.

🎧 Listen to The Troyer Retirement Radio Show on your favorite podcast platform!

Will you automatically be in a lower tax bracket in retirement? Not necessarily.Between required minimum distributions, ...
09/21/2026

Will you automatically be in a lower tax bracket in retirement? Not necessarily.

Between required minimum distributions, Social Security income, and potential changes in tax laws, some retirees may end up paying more in taxes than they expected.

That’s why tax planning can be an important part of a retirement strategy, not just something you think about once a year.

09/18/2026

Thinking about a Roth conversion but concerned about the tax bill? Learn how a unique strategy may help offset some, or even all, of the taxes associated with moving funds from a traditional IRA to a Roth IRA.

📅 Don't forget! Our Taxes & Social Security Seminar is coming up on September 28.Join us to learn valuable insights on h...
09/13/2026

📅 Don't forget! Our Taxes & Social Security Seminar is coming up on September 28.

Join us to learn valuable insights on how taxes and Social Security can impact your retirement strategy and what steps you can take to make more informed financial decisions.

Seats may be limited, so be sure to call us at 260-247-9099 to reserve your spot today. We look forward to seeing you there!

09/12/2026

One of the biggest retirement risks isn't always what the market does—it's when it does it.

On this episode, we discuss sequence of returns risk and why market downturns early in retirement can have a much different impact when you're simultaneously withdrawing income from your portfolio.

🎧 Listen to The Troyer Retirement Show on your favorite podcast platform!

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9921 Dupont Circle Drive West, Suite 100
Fort Wayne, IN
46825

Opening Hours

Monday 9:30am - 5:30pm
Tuesday 9:30am - 5:30pm
Wednesday 9:30am - 5:30pm
Thursday 9:30am - 5:30pm
Friday 9:30am - 4pm

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