Retirement: Your Next Adventure
Retirement isn't the end—it's the start of a new chapter. Every decision along the way deserves careful consideration. Whether you're preparing for retirement or already enjoying it, we're here to provide expert guidance to help you navigate this journey with confidence.
The Retirement Timeline
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Estate & Tax Planning
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Age 50
Preparing for Retirement
Boost your savings with catch-up contributions.
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Age 55
Possible Penalty Free Withdrawals
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Age 59 ½
401k Rollovers
An Individual Retirement Account could help you achieve your retirement goals.
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Age 60
Social Security Survivor Benefit
If you are widowed, you may qualify for Social Security benefits.
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Age 62
Social Security Early Claiming
If you qualify, you can begin claiming Social Security benefits.
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Age 65
Medicare Begins
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Age 66-67
Social Security Full Retirement Age
Strategic timing for Social Security and spousal benefits is essential.
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Age 70
Social Security Delay Cutoff
Assess whether delaying Social Security still makes sense for you.
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Age 70 ½
Qualified Charitable Distributions
You can make tax-free charitable donations directly from your IRA.
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Age 72-75
Required Minimum Distributions
At age 72 (or later, depending on birth year), mandatory withdrawals from retirement accounts begin annually.
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Age 84+
Long Term Care
The average age to begin using long-term care insurance is 84.
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