Important Age Milestones in Retirement
Manage episode 468394498 series 3561340
Raj and Rick explore key milestone ages in retirement planning, including catch-up contributions, Social Security benefits, Medicare enrollment, and Required Minimum Distributions (RMDs).
For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com
Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner.
See omnystudio.com/listener for privacy information.
125 episodes