Which Milestone Ages Factor Into Retirement Planning?

Financial Decoder

After you listen:

• Listen to our episode "How Can You Build Your Pre-Retirement Checklist?"
• Read more on the topic in Rob Williams' article "The Most Important Ages of Retirement."

Certain birthdays carry more financial weight than others. In this episode, Mark walks through the ages that matter most in retirement planning. From increased contribution limits to withdrawal requirements, he explains why these checkpoint dates are important and how they shape your options.

Other resources mentioned in the episode:

• "Retirement topics—Required minimum distributions (RMDs)" from the IRS website
• Schwab Moneywise—Teaching Kids

Financial Decoder is an original podcast from Charles Schwab. For more on the series, visit schwab.com/FinancialDecoder.

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Important Disclosures

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision.

All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed.

Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

Investing involves risk, including loss of principal.

The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.

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