Your Retirement Milestones
The Age-Driven Decisions That Shape Your Retirement
Discover which decisions you’re facing, and when.
MedicareAge 65 and beyond
The Medicare Decisions You Face at Age 65 and Beyond
Choosing the right Medicare path is complex. We guide you through the critical deadlines for Part B enrollment timing and help coordinate it with any existing employer health coverage to avoid costly penalties. Then we compare the pros and cons of Medicare Advantage versus Original Medicare with a Medigap plan to find the right fit for your health and budget.
Schedule Your Medicare Review
RetirementAges 59½ to 73
The Retirement Income Strategies You Need from Ages 59 to 73
As you move from saving to spending, our strategies focus on tax efficiency. We clarify the rules around penalty-free withdrawals starting at age 59½ and design plans to manage your required minimum distributions (RMDs), which currently begin at age 73 and may change in the future, so your income lasts and stays tax-efficient.
Request Your Income Strategy ReviewReady to Get Clarity on Your Age-Driven Decisions?
Schedule a complimentary consultation with your TAG team.
One Team. One Contact. We’re Your People™
Ages 62 to 70
The Social Security Choices You Face Between Ages 62 and 70
When to claim, at 62, at full retirement age or at 70, is one of your biggest choices. We analyze the impact on your lifetime benefits, coordinate spousal benefits for survivor protection and prepare you for the potential tax impact on your benefits.
Request Your Social Security Review