Ep 26: The Most Important Birthdays in Retirement Planning

Retirement Coach's Corner

Content provided by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alan Mercurio & Troy Bolton, Alan Mercurio, and Troy Bolton or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

2y ago 16:07

MP3•Episode home

We don’t think as much about birthdays as we get older, but we should all be paying attention to certain ages when planning for retirement. You might already be familiar with a couple of the ages we discuss on the show today but we’ll share a few planning opportunities that many people might not be aware of.

What we discuss in this episode:

0:49 – Working with advisor out of your market

2:11 – Age 50

4:03 – Age 55

5:07 – Age 59.5

5:55 – Age 62

8:08 – Age 65

9:59 – Age 66 or 67

11:47 – Age 72

14:14 – The most important age

Get additional financial resources here: https://mercurioadvisors.com/

61 episodes

#Trading #Careers #Business #401k #Financial #Kentucky #Louisville #Mercuriowealthadvisors #Retirement360 #Roth #Alan Mercurio & Troy Bolton #Alan Mercurio #Troy Bolton #Retirement #IRA