Landmark Ages in Retirement (50, 55, 59½, 62, 65, 67, 70, 73/75) скачать в хорошем качестве

Landmark Ages in Retirement (50, 55, 59½, 62, 65, 67, 70, 73/75)

Retirement has “landmark ages” — moments where the rules change on contributions, withdrawals, Social Security, Medicare, and RMDs. In this episode of Retirement Roadmap, Evan and retirement planner Mark Fricks walk through the retirement timeline and explain what each age unlocks — and what to watch out for before you pull the trigger. We cover: 0:00 – Landmark ages in retirement (what this episode is) 0:54 – Why 50 matters (catch-up contributions + planning checkpoint) 3:59 – Age 55: Rule of 55 + “last employer plan” caveats 9:29 – Age 59½: penalties waived + allocation/bucket planning 11:07 – Age 62: early Social Security + reasons to delay 12:50 – Earnings limit caveat if taking SS before FRA 15:23 – Age 65: Medicare timing + enrollment window warnings 17:48 – Age 63: IRMAA lookback + Roth conversion ripple effects 20:22 – Age 67: FRA clarified (not your required retirement date) 21:26 – Age 70: maximum Social Security benefit 22:26 – Age 70½: QCDs (charitable giving pre-tax) 23:20 – Age 73 / 75: RMDs + deadlines + penalties 24:04 – Wrap + Schedule Now CTA Resources and Next Steps: Visit https://masterplanretire.com/ to access our retirement checklists, podcast episodes, and schedule a complimentary consultation. Call 770-980-9262 to speak directly with our team. Podcast archive: https://www.masterplanyourretirement.... Radio broadcast: Listen to Mark Fricks Saturdays at 12:00 p.m. on XTRA 106.3 FM WFOM. https://www.xtra1063.com/retirement-r... Upcoming educational events: https://www.masterplanyourretirement.... Mark’s book "The Road Less Traveled: Turning Your Retirement Worries Into an Excursion of a Lifetime": https://a.co/d/4fx94Al