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In this episode of the Safe Haven Solutions Podcast, Larry Kallevig breaks down the key ages and milestone dates that can have a major impact on your retirement plan. From 401k catch-up contributions and penalty-free withdrawals to Social Security timing, Medicare enrollment, required minimum distributions, and tax deadlines, the conversation highlights why knowing these dates matters. Larry explains how proactive planning helps retirees avoid penalties, reduce taxes, and stay confident as rules and timelines continue to change—because the earlier you plan, the better prepared you’ll be.
Connect with Haven Financial Group on all platforms!
By Haven Financial GroupIn this episode of the Safe Haven Solutions Podcast, Larry Kallevig breaks down the key ages and milestone dates that can have a major impact on your retirement plan. From 401k catch-up contributions and penalty-free withdrawals to Social Security timing, Medicare enrollment, required minimum distributions, and tax deadlines, the conversation highlights why knowing these dates matters. Larry explains how proactive planning helps retirees avoid penalties, reduce taxes, and stay confident as rules and timelines continue to change—because the earlier you plan, the better prepared you’ll be.
Connect with Haven Financial Group on all platforms!