8 Things Retirees Wish They'd Known at 55
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8 Things Retirees Wish They'd Known at 55
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Workers say they will stop at 65. The people who have actually retired stopped at 62, and 46% of them went earlier than they had planned. This episode walks through the 8 decisions that come due in the years before that date and what each one costs if you meet it late. At 55, every one of them is still open.
- Why rolling a 401(k) into an IRA on the way out can permanently cost you penalty-free access to it
- How the tax return you file in the year you turn 63 sets your first Medicare premium
- What the research says separates retirees who feel comfortable from the ones who don't
Take the free Retirement Income Roadmap (7 questions, about 30 seconds): incomeoverwealth.com/map
Watch this episode on YouTube: https://www.youtube.com/watch?v=TEfjxxsSVCU
This episode is educational and focused on strategy and math. Always consult a qualified tax or financial professional before making personal financial decisions.
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