By 70, most people are fully retired, Social Security is often maximized, and required minimum distributions are on the horizon.
This guide covers making the most of your income, preparing for RMDs, and protecting your legacy.
Maximizing your guaranteed income
Why delayed Social Security peaks at 70 and how to use it.
Preparing for required minimum distributions
Understanding when RMDs begin and how they affect your taxes.
Protecting against a long life
Planning for the possibility of a 90+ year lifespan.
Legacy and beneficiary planning
Reviewing beneficiaries and how your assets pass to loved ones.
This guide is for general educational purposes only and is not financial, tax, or legal advice. Tim Hartle is an independent insurance professional. Annuity guarantees are subject to the claims-paying ability of the issuing insurance company and are not FDIC insured. Rules and product features vary by situation and by state. Please consult a qualified advisor about your own circumstances.