The Importance of Age 59.5

by | Oct 1, 2022 | Spousal IRA | 3 comments

The Importance of Age 59.5




You probably haven’t celebrated your half birthday since you were four. But as you approach retirement, a half birthday can be a significant birthday.

You will hear how to avoid taking IRA distributions before you turn 59.5 years old, know your rules on inheritances, and take control of your 401(k), if you can. It’s time to break out your birthday hats because we are celebrating 59.5 on this episode of Retiring Today with Loren Merkle.

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At our Passport to Retirement Classes, you’ll learn about the different strategies in the Merkle Retirement Method including tax planning strategies. Register for an upcoming class on our website MerkleRetirementPlanning.com….(read more)


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3 Comments

  1. steve O'Donnell

    Thank God 40 is not the new 60

  2. Fred Ost

    I had a party at 59 1/2 and the next day started withdrawals from my IRA.

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