Keen on Retirement

Hitting These Ages Triggers Critical Financial Planning Decisions


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When it comes to your money, certain decisions are triggered simply because of your age. For example, age 62 is the earliest you can start receiving Social Security payments, other than receiving a widow’s benefit.

Other important ages for financial planning include 55, 59-1/2, 60, 62, 65, 66, 67, 70, and 70-1/2.

Join us as we explore the age-related decisions you need to make to ensure you end up with the highest amount of after-tax savings and income as possible.

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Keen on RetirementBy Bill Keen, Matt Wilson, Steve Sanduski

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