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Retirement Milestone Ages You Need To Know
Manage episode 430686861 series 3378480
Liz Whitteberry द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Liz Whitteberry या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
Age is just a number- except for when it comes to retirement planning. In fact, the financial planning process is filled with key milestones that you need to be aware of as you plan for a secure future. In today’s episode, we’ll talk about the birthdays you need to pay close attention to. From catch-up contributions at 50 to Medicare at 65, tune in as Liz shares some helpful insights and tips to help you make the most of each milestone.
We thought this would be the perfect conversation to have as we celebrate 50 episodes of the podcast! By staying informed and planning ahead, you can navigate the path to a secure and fulfilling retirement.
Here are a few milestones we discuss in today’s show:
- Getting serious about retirement planning at age 50 + catch-up contributions and Roth IRAs
- Penalty-free distributions from retirement plans at 59.5 + in-service rollovers and bucket plan roadmap
- Starting Medicare at age 65 + SSA-44 and credible coverage
- Reaching your full retirement age at 66 or 67 + getting your full Social Security benefit
- Filing for Social Security at age 70 + the "start-stop-restart" strategy and the benefits of QCDs at age 70.5
If you are interested in learning more about how we could help you plan for retirement, contact us here: https://www.bestpathadvisors.com/contact
Check out Liz's YouTube Channel: Best Path Advisors - YouTube
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