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The Top 7 Retirement Planning Ages & Why

Thursday, February 2nd, 2017 and is filed under Financial Planning Tips, Uncategorized

Retirement Planning Birthdays You Don't Want to MissWhen planning for retirement, there are ages, or birthdays, that matter more than others and can make or break your portfolio. This is because of IRS rules and penalties like contribution limits, early withdrawal penalties, and eligibility ages, just to name a few of the items among the cumbersome and extensive Title 26 of the United States Code, commonly known as the Tax Code.

The retirement planning ages that you really need to be aware of are 50, 59-1/2, 62 + one month, 65, 66 or 67, 70, and 70-1/2. If you incorporate these ages into your retirement plans, it could substantially help increase your nest egg as well as your retirement income in your golden years. Read More

The New Retirement Age Should Be…

Tuesday, February 2nd, 2016 and is filed under Uncategorized

New Retirement AgeRetirement age is a hot topic in the United States, especially as the Baby Boomer generation continues to transition out of the workforce. Although great in its inception, the Social Security program is no longer able to work as it was originally intended; as life expectancies increase, births decrease, and a large generation ages into retirement, the gap between money coming in and money going out continues to grow. Read More