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Ep 15: Celebrating Retirement Birthdays
Manage episode 324843919 series 2991025
Donna Kendrick에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Donna Kendrick 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
In retirement planning, there are some big birthdays you need to keep in mind. When you turn 50, the government allows you to put additional catch-up contributions into your retirement accounts. This is a great way to save more if you feel the need to. A lot of people are unaware that when you turn 55 you can take withdrawals from your 401(k) without penalty, although they are still taxed and you’ll want to follow the rules carefully. By 62, you can take Social Security, but will this be the best decision for your plan? On today’s episode, we’ll explore these ages and which important ones are crucial to your retirement plan.
Check out Donna’s new book coming out soon: https://www.widow-wisdom.com/
What we discuss today:
1:03 – Donna’s new book is coming out!
2:37 – Do you enjoy birthdays?
3:34 – 50 and catch-up contributions
5:47 – 55 and early withdrawals
7:02 – 59 ½ eligible to withdrawal
8:29 – 62 and Social Security
10:15 – 65 and Medicare
11:33 – 66 or 67 is full retirement age
12:38 – 70 the latest you can take Social Security
13:38 – 72 and required minimum distributions
16:27 – Prepare for tomorrow!
Get additional financial information: https://sephtonfinancial.com/podcasts/
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