As we journey through life, each decade brings its own set of financial challenges and opportunities. Even though retirement planning is best when it’s customized to the individual, there are milestone dates and ages that everyone needs to pay attention to. This week’s show is all about those key ages and why they’re so important for planning.
Here’s some of what we discuss in this episode:
- Strategies to save more, both before and after you turn 50.
- What does being 59.5 or older have to do with accessing retirement funds?
- The key ages around Social Security and strategies for deciding when to claim.
- When you have access to Medicare and making sure that you get enrolled in it at the right time to avoid a penalty.
- Planning around Required Minimum Distributions and the rules surrounding them.
WAYS TO CONNECT:
Book a 15-minute discovery call with the team here: https://calendly.com/rachel-bwg
Visit https://bulmanwealth.com/marcos-lemus to learn more about Marcos Lemus and the other members of the team.
If you have any questions about what we discussed or anything else in your financial plan, email us at ask@bulmanwealth.com. You can also reach the team by phone at (916) 458-8199.
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