About this episode

David and Sean Swanson discuss critical ages in retirement planning that can significantly affect financial strategies.

From catch-up contributions at 50 to Medicare penalties at 63 and required distributions at 73 or 75, there are several “red letter” ages that can have a major impact on your retirement strategy. David and Sean Swanson break down the key ages to know—and why planning ahead for them can potentially save you money and give you more flexibility in retirement.

People in this episode

Host: David Swanson

Guest: Sean Swanson

Topics covered

• retirement planning
• financial strategy
• Medicare
• catch-up contributions
• required distributions

Keywords

• retirement ages
• Medicare penalties
• catch-up contributions
• financial flexibility
• required distributions

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