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Checklist for Milestone Events

Checklist for Milestone Events Keep these significant planning milestones in mind as you near retirement age Age 50 : Age 55 : Consider making catch-up You can take contributions to IRAS and distributions from 401 (k) qualified retirement plans. plans without penalty if retired. Ages 62–70 : Age 59½ : You can apply AGE You can take distributions for social from IRAS security benefits. without penalty. Age 70½ : Age 65 : You must begin taking You become eligible required minimum distributions for Medicare. from IRAS, 401(k)s, and 403(b)s. Being ready for important retirement-related dates can greatly improve your sense of financial security, granting you peace of mind in 2014 and beyond. Professional Wealth Strateģies Retirement, Estate And Legacy Planning This material has been provided for general informational purposes only and does not constitute either tax or lėgal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax' advisor, or lawyer. Professional Wealth Strategies, 3573 East Sunrise Drive, Suite 119, TuCson, Ari- zona 85718, (520) 529-3644. Securities and Advisory Services offered through Commonwealth Financial Network, www.FINRA.org/www.SIPC.org, a Regis- tered Investment Adviser. This communication is strictly intended for individu- als residing in the states of AZ,CA,CT,HI,MI,OH,OR,TX,UT,VA,WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Checklist for Milestone Events

shared by PWSAZ on Mar 04
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http://www.PWSAZ.com Professional Wealth Strategies, 3573 East Sunrise Drive, Suite 119, Tucson, Arizona 85718, (520) 529-3644. Securities and Advisory Services offered through Commonwealth Financial ...

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PWS

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Economy
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