Retirement Planning Ages You Can’t Afford to Ignore - Heather Schreiber Interview

Heather Schreiber joins the discussion to break down the key retirement planning ages that individuals cannot afford to ignore. Covering critical milestones from age 50 to 75, she explains how each age impacts savings, withdrawals, tax implications, Social Security benefits, and Medicare planning. The conversation emphasizes strategic decision-making, such as optimizing Roth contributions, leveraging the "Age 55 Rule" for penalty-free 401(k) withdrawals, and understanding Social Security claiming strategies to maximize lifetime benefits. Heather also highlights the importance of Medicare enrollment at 65 and the benefits of Qualified Charitable Distributions (QCDs) at 70½ to minimize taxable income.