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Between the ages of 55 and 72, you’ll face five major financial milestones. Are you prepared to take them on?
In this episode, David Pulcini hosts Alex Neri, CFP®, RICP®, to discuss the major financial milestone timeline he has developed and refined over the years. We also discuss one of people’s biggest mistakes within this 17-year timeline.
David and Alex discuss:
- The actual age you are eligible to take distributions from your 401(k)
- When, in the timeline, you receive full access to funds in your 401(k) or IRA.
- What major milestone occurs across several mini-milestones
- Clearing the air about Medicare