5 Major Financial Milestones After 55

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

Related: The Real Power Behind a Power of Attorney