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59 1/2 Why is this Age So Important?

Why is that age so significant? It signifies a turning point of sorts in your lifeā€”on a number of fronts. In particular, the IRS allows you to make withdrawals from your retirement account without incurring a penalty. It is also nearly a decade after you were granted the right to contribute more to your IRA fund. In 30 months youā€™ll be eligible to claim Social Security benefits. Youā€™re 66 months away from Medicare eligibility. In this report, we explore your retirement options, your health-care concerns, and how to obtain the best advice to move vibrantly into those golden years. We also turn back the clock to take a quick look at how history may have shaped your outlook.

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Heritage Financial Planning, LLC

We help individuals create retirement strategies using a variety of investment and insurance products to custom suit their objectives.

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