Skip to main content

The Most Important Birthdays In Retirement Planning


We don't always look forward to our next birthday, but there are some important ages that we need to pay attention to in retirement planning. There are certain age milestones that you should really focus on to your retirement planning progress. On this episode, we’ll look at the most important birthdays as you approach retirement and cover the exact things you should be checking off your to-do list at each age. Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ 0:00 - Intro 0:42 - Age 50 - Catch up contributions 2:37 - Age 55 - Early withdrawals from 401(k)s 3:43 - Age 59.5 - Normal access to 401(k)s 4:52 - Age 62 - Eligible for Social Security 5:55 - Age 65 - Access to Medicare 6:44 - Age 66/67 - Full retirement age 8:00 - Age 70 - Max age for Social Security 8:52 - Age 72 - Required Minimum Distributions _______________________________ CONNECT 🤝 Facebook: Twitter: LinkedIn: _______________________________ CONTACT ☎ Website: Phone: (951) 652-1544 Email: info@ruggierifinancial.com Appointment: ...(read more)



LEARN MORE ABOUT: Qualified Retirement Plans
REVEALED: How To Invest During Inflation
HOW TO INVEST IN GOLD: Gold IRA Investing
HOW TO INVEST IN SILVER: Silver IRA Investing
https://inflationprotection.org/the-most-important-birthdays-in-retirement-planning/?feed_id=59046&_unique_id=63bdd0c144744 #Inflation #Retirement #GoldIRA #Wealth #Investing #401k #california #financial #hemet #insurance #ira #logansadler #pensions #Retirement #riverside #RothIRA #ruggierifinancial #sanbernardino #socialsecurity #taxes #thefinancialbeat #QualifiedRetirementPlan #401k #california #financial #hemet #insurance #ira #logansadler #pensions #Retirement #riverside #RothIRA #ruggierifinancial #sanbernardino #socialsecurity #taxes #thefinancialbeat

Comments

Popular posts from this blog

"Is Birch Gold Group a Reliable Choice for Your 2023 Gold IRA Investments?" - A Quick Review #shorts

In this Birch Gold Group review video, I go over what makes this Gold IRA company unique, the pros and cons, their fees, minimums, and much more. Get their free guide here: 👉 FREE Resources: ➜ Gold IRA Company Reviews: Birch Gold Group boasts high ratings from consumer advocate groups. With an A-plus rating from the Better Business Bureau, a triple-A rating from the Business Consumer Alliance, and high marks from Trust Link, Trustpilot, and Google Business, Birch Gold is a top choice to trust your hard-earned retirement savings. Birch Gold Group’s low initial investment minimum is another edge it has over its competitors whose minimums can range from $25,000 to $50,000. A beginning $10,000 minimum investment is all that is required to start a GOLD IRA with Birch which is advantageous for first-time investors. Spanning nearly two decades, Birch Gold Group’s mission and philosophy focus on a commitment to understanding your needs and finding the right fit for you. Their

Should I Rollover My 401k to an IRA? YES! #shorts #retirement #financialfreedom

Should I Rollover My 401k to an IRA? YES! #shorts #retirement #financialfreedom Should I Rollover My 401k to anIRA 🤔 || 401k to IRA Rollover Pro's & Con's In this video, I want to talk about rolling over your 401k to an IRA Rollover and if that makes sense for your retirement planning . I want to look at the pro's to rolling over a 401k and also the con's to rolling over a 401k. When you should rollover your 401k to an IRA and when you should NOT rollover your 401k to an IRA. Let's talk about when you should NOT rollover your 401k to an IRA: 1. You are still working and are under the age of 59.5 2. You are 55 and considering retirement (Rule 55) 3. Increased creditor protection in a 401k 4. 401k's offer loans--IRA's do not offer loans Why you SHOULD rollover your 401k to an IRA 1. More investment choices in IRA over 401k 2. Lower investment fees 3. Convert IRA to Roth IRA (Roth IRA Conversion) 4. Consolidation from multiple 401k'