Every Important Retirement Birthday You Need To Be Aware Of

Retire For Less With The Annuity Expert by Shawn Plummer

Episode notes

🎙 Welcome to Retire Less With The Annuity Expert! In this episode, we’re diving into key retirement milestones and how hitting these pivotal ages can shape your financial future. From catch-up contributions at 50 to Social Security decisions at 62, Medicare at 65, and RMDs at 73, we’ll guide you through the must-know milestones for a successful retirement.

💡 Topics Covered:

  • How to maximize catch-up contributions starting at age 50.
  • The pros and cons of early Social Security at 62 vs. waiting until 70 for higher benefits.
  • What you need to know about Medicare enrollment at 65.
  • Required Minimum Distributions (RMDs) at 73 and their tax implications.
  • How
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Keywords
social security retirementretirement planningmedicarermdsocial security at 62social security at 65medicare enrollmentpersonal pensionretirecatch up contributionsretirement contribution