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Important Financial Ages

59 ½

Congratulations – you are turning 59 ½ soon! It’s the first milestone on your journey to retirement! What exactly does that mean for you? 

You now have the ability to withdraw money from your retirement account without a penalty. Depending on the type of retirement account, it could be taxable, but whether it’s in a Traditional IRA or a Roth, a withdrawal no longer has the 10% penalty attached. So take some time now to start planning what your Retirement journey will look like and let us know how we can help!


Congratulations – you will soon turn 65! That is big milestone toward your Retirement journey! You will soon be eligible to enroll in Medicare. You have a 7 month window to enroll – 3 months before your 65th birthday, your birthday month and 3 months after your birthday. 

It is important that you don’t let this window pass without enrolling – there could be lifetime penalties attached if you don’t respond in time! Have questions? We are here to help you with any decisions you need to make. So take some time now to start planning what your 

Retirement journey will look like!


Congratulations – you will soon be 72! That is one of the biggest milestones in your Retirement journey! It’s time to review your IRA accounts and your monthly distribution (if any) to ensure that you are taking the Required Minimum Distribution (RMD) as set out by the IRS. This amount changes from year to year based on your account balance on December 31st of the prior year and your age expectancy. But not to worry – we will help you manage your RMD each year. 

So relax and enjoy your Retirement journey!