Radio Show #23: Key Dates And Ages For Retirement
As we journey through life, each decade brings its own set of financial challenges and opportunities. Even though retirement planning is best when it’s customized to the individual, there are milestone dates and ages that everyone needs to pay attention to. This week’s show is all about those key ages and why they’re so important for planning.
Join us as we dive into the crucial financial milestones that individuals face in their fifties, sixties, and seventies. We’ll tackle a broad spectrum of topics including income planning, investments, taxes, healthcare, and legacy planning. From understanding the importance of catch-up contributions in your fifties to navigating Social Security and Medicare in your sixties, and managing required minimum distributions in your seventies, this episode is filled with relevant information for anyone thinking ahead to retirement.
Here’s some of what we discuss in this episode:
• Strategies to save more, both before and after you turn 50.
• What does being 59.5 or older have to do with accessing retirement funds?
• The key ages around Social Security and strategies for deciding when to claim.
• When you have access to Medicare and making sure you get enrolled in it at the right time to avoid a penalty.
• Planning around Required Minimum Distributions and the rules surrounding them.
Book a 15-minute discovery call with the team here: https://calendly.com/ask-bulmanwealth or ask questions via email at ask@bulmanwealth.com.
