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The Retirement Milestone Map: What to Do at Every Key Age

The Retirement Milestone Map: What to Do at Every Key Age

The Retirement Solution · Jon Hicks

June 17, 202512m 56s

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Show Notes

What happens at age 59½ that could change your retirement strategy? Financial advisor Jon Hicks breaks down the key age milestones that shape your retirement decisions—from in-service withdrawals and Social Security timing to Medicare enrollment and required minimum distributions. Learn how each age unlocks new financial choices and why getting a second opinion might be worth it. Whether you're DIY-ing your plan or working with an advisor, this episode helps you think through the critical checkpoints on your retirement timeline.

 

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Topics

retirement planningfinancial advisorsocial securityMedicarerequired minimum distributionsinvestment strategiesIRA401kcatch-up contributionsretirement milestones