Retirement Milestones and Financial Decisions by Age
In this episode of the Safe Haven Solutions Podcast, Larry Kallevig and Kim walk through the key age milestones that can significantly impact your retirement planning. They discuss when to start saving, the benefits of catch-up contributions after age 50, penalty-free withdrawal opportunities at 55 and 59½, and important decisions around claiming Social Security starting at age 62 through full retirement age and beyond. The conversation also highlights required minimum distributions (RMDs), tax planning strategies such as Roth conversions, and the importance of understanding how each stage of…
The skinny
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