))
Decoding Retirement Milestones: Age-Based Strategies for Financial Success
Manage episode 466487738 series 3585390
Content provided by Mark Fricks. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Fricks or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
This episode highlights seven crucial age milestones for effective retirement planning and the strategic decisions that accompany each. Listeners learn how these milestones—from catch-up contributions to Social Security eligibility—can shape a well-structured financial future.
• Age 50: Eligibility for catch-up contributions to retirement accounts
• Age 59 1⁄2: Tax-free rollovers from 401(k)s to IRAs
• Age 62: Considerations for collecting Social Security
• Age 65: Eligibility for Medicare and healthcare planning
• Ages 66-67: Achieving full retirement age for Social Security
• Age 70: Timing for maximum Social Security benefits
• Age 73: Required minimum distributions and associated rules
Have a topic or question you'd like Mark and Evan to address in a future episode? Email us at [email protected] or call 770-980-9262.
https://masterplanretire.com/
Catch all episodes of our podcast at https://www.masterplanyourretirement.com/resources/episodes
Listen to Mark Fricks on Saturdays at 8:30 a.m. EST on AM920 WGKA and 12:00 p.m. on XTRA 106.3FM WFOM.
Sign up for one of our upcoming events at https://www.masterplanyourretirement.com/events
Purchase Mark's Book, The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime on Amazon.com https://a.co/d/4fx94Al
Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax and commodities services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants. The aforementioned are affiliated companies.
Chapters
1. Decoding Retirement Milestones: Age-Based Strategies for Financial Success (00:00:00)
2. Key Age Milestones in Retirement Planning (00:00:06)
3. Social Security and Medicare Eligibility (00:10:12)
4. Required Minimum Distributions Rules and Strategies (00:20:02)
5. Tax Benefits of Qualified Charitable Distributions (00:23:02)
83 episodes
Share
