What do the numbers tell you?
Call UsWhat do the numbers tell you?
What do the numbers tell you?
Call UsFind out if you are on track with these resources
At Midwest Retirement Solutions, your numbers are a big part of the planning process. The calculators below are a great place to start, prior to your first appointment. We can use this information as a conversation starter as we determine where you are today and where you want to be in the future.
At Midwest Retirement Solutions, your numbers are a big part of the planning process. The calculators below are a great place to start, prior to your first appointment. We can use this information as a conversation starter as we determine where you are today and where you want to be in the future.
Find out if you are on track with these resources
At Midwest Retirement Solutions, your numbers are a big part of the planning process. The calculators below are a great place to start, prior to your first appointment. We can use this information as a conversation starter as we determine where you are today and where you want to be in the future.
At Midwest Retirement Solutions, your numbers are a big part of the planning process. The calculators below are a great place to start, prior to your first appointment. We can use this information as a conversation starter as we determine where you are today and where you want to be in the future.
Downloads to keep you in the know.
Want access to our complimentary, no-obligation guides? Fill out the form and download to your heart’s content. The information will help navigate you on your financial journey. Let us know if you have any questions—we’re here for you.
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Downloads to keep you in the know.
Want access to our complimentary, no-obligation guides? Fill out the form and download to your heart’s content. The information will help navigate you on your financial journey. Let us know if you have any questions—we’re here for you.
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Important Birthdays
Age 591/2
Age 591/2 is the age at which you can take distributions from your retirement plans without incurring the premature withdrawal penalty.1
Age 62
Age 62 is generally the earliest you can collect Social Security. However, if you continue to work, those benefits will be reduced if you take them before your Social Security full retirement age.1
Age 65
Age 65 is when Medicare begins. You should enroll in Medicare a few months prior to your 65th birthday. You will now need to make a couple of decisions regarding your healthcare options.2
Age 72
At age 72, your IRA dollars will be subject to a Required Minimum Distribution (RMD). This can be delayed until April 1st of the following year and each future distribution must happen by December 31st. Failure to take the RMD results in a tax penalty equal to 50% on the amount that should have been distributed.3
Age 591/2
Age 591/2 is the age at which you can take distributions from your retirement plans without incurring the premature withdrawal penalty.1
Age 62
Age 62 is generally the earliest you can collect Social Security. However, if you continue to work, those benefits will be reduced if you take them before your Social Security full retirement age.1
Age 65
Age 65 is when Medicare begins. You should enroll in Medicare a few months prior to your 65th birthday. You will now need to make a couple of decisions regarding your healthcare options.2
Age 72
At age 72, your IRA dollars will be subject to a Required Minimum Distribution (RMD). This can be delayed until April 1st of the following year and each future distribution must happen by December 31st. Failure to take the RMD results in a tax penalty equal to 50% on the amount that should have been distributed.3
Age 591/2
Age 591/2 is the age at which you can take distributions from your retirement plans without incurring the premature withdrawal penalty.1
Age 62
Age 62 is generally the earliest you can collect Social Security. However, if you continue to work, those benefits will be reduced if you take them before your Social Security full retirement age.1
Age 65
Age 65 is when Medicare begins. You should enroll in Medicare a few months prior to your 65th birthday. You will now need to make a couple of decisions regarding your healthcare options.2
Age 72
At age 72, your IRA dollars will be subject to a Required Minimum Distribution (RMD). This can be delayed until April 1st of the following year and each future distribution must happen by December 31st. Failure to take the RMD results in a tax penalty equal to 50% on the amount that should have been distributed.3
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 20680 - 2021/1/11