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What to Know When You Turn 65
Certain birthdays are particularly momentous. When you turn 16, you can drive and when you turn 21, you can go out for drinks with friends. But 65 is perhaps your most momentous birthday of all.
An AARP article 5 Things You Need to Know About Finances When Turning 65, provides some very helpful information.
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Key Retirement and Tax Number for 2024
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of the key adjustments for 2024.
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There is no clear-cut answer as to whether you should convert your IRA. We recognize the importance of this decision and have assembled a team of financial professionals to assist you in answering the key questions.
Our team will provide a custom analysis to determine if a Roth conversion is right for you. We will guide you through the process in the most effective manner possible to help ensure your financial security.
Please call and schedule a meeting to get your Roth IRA Conversion Analysis Report. In our meeting, we will discuss these important impending changes in order to gain the information and tools you need to make a timely, educated decision about the new Roth IRA conversion opportunities.
Please call 440-942-1936 today!
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Investment advisory services are offered through Lifeguard Advisors LLC, a Registered Investment Advisor in the state of Ohio. Insurance products and services are offered through The Lifeguard Insurance Agency, Inc. dba Lifeguard Financial, an affiliated company.
Some of these materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
Lifeguard Financial is not affiliated or endorsed by the Social Security Administration or any government agency.
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Mentor, Beachwood, Independence
Columbus, Westlake Naples, FL
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