Your Guide:

Did you know there are three specific birthdays that can have a huge impact on your tax situation? It’s true, and today we’re going to tell you why 50, 65, and 73 are key ages for retirement planning. When we work with clients to build a plan, we use the rules that are already established to guide behavior. We need to know those rules and optimize our planning around them. Let’s be proactive about those opportunities, which is what we want to do with today’s video.  Each of the ages we’re discussing today are really important for tax planning as things change. So as you get close to turning 50, 65, or 73, you need to perk up and pay a little more attention. Join us to discover the opportunities and challenges associated with each age, from catch-up contributions and Medicare eligibility to required minimum distributions. Here’s what we cover in this episode: 0:00 – Intro 1:44 – Age 50 4:38 – Changes in catch-up rules 8:30 – Age 65 11:33 – Age 73 Watch the show on YouTube: https://bit.ly/3RiT7Ky