Retirement Quick Tips with Ashley

Critical Ages For Retirement Planning | Weekly Recap


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It’s Sunday, which means...It’s recap time! 

The theme this week on the One Minute Retirement Tip podcast was: critical ages for retirement planning. 

Here are the critical ages for retirement that you’ll want to pay attention to: 

  • Age 50 - switching from growth to a more thoughtful mix of stocks and bonds; catch up contributions
  • Age 55 - early withdrawals from 401k and pensions 
  • Age 59 ½ - penalty free retirement account withdrawals after this age
  • Age 62 - social security begins...very important to make the most informed decision you can with social security. If you missed that episode and want a customized social security side-by-side comparison that shows you the actual lifetime income and breakeven ages for starting social security at different ages, just send me an email at [email protected]. That’s [email protected]
  • Lastly, yesterday we talked about required minimum distributions that start at age 72 and a couple of strategies that could save on taxes and keep more money in your pocket in the long run 

If you missed any of these episodes, you can find them on Apple Podcasts or wherever you listen to podcasts by searching for the “One Minute Retirement Tip with Ashley”. 

Tomorrow, come on back, because we’re starting a brand new theme: Mid-Year outlook 2021. I’m bringing my dad back on the show, and we’ll be chatting about the economy, the stock market, bond markets, interest rates, inflation, and investment opportunities we see in today’s post-covid world. We’ll combine our 50+ years of experience advising clients to help you digest today's economic and market landscape. 

Thank you so much for listening this week! My name is Ashley Micciche and I hope you have a blessed Sunday.

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>>> Subscribe on Apple Podcasts: https://apple.co/2DI2LSP

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>>> Visit the podcast page: https://truenorthra.com/podcast/ 

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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance

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Retirement Quick Tips with AshleyBy Ashley Micciche

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