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Plan Your Retirement by Your Birthday Milestones

Your birthday is a once-a-year occasion. It’s a day on the calendar you never forget, as you celebrate with loved ones, open a few presents, and enjoy a slice of birthday cake.

Use this momentous event to help you remember what important steps to take in planning your retirement:

  • Are you in your fifties? Now you can make catch-up contributions to your 401(k) or IRA.
  • Celebrating your sixties? In this decade, you can start claiming Social Security.
  • In your stellar seventies, you’ll need to take your first required minimum distribution (RMD).

To keep track of these financial milestones and many more that happen on or around your once-a-year event, download Jemma Financial’s Retirement Planning by Birthday Milestones.

Print out this Guide and keep it with your important papers to help remember what actions to take and when. Better yet, share it with a friend or family member and have them contact Jemma to help guide them in their financial journey.

Need help getting started? Jemma Financial can help you prepare for retirement. All it takes is one phone call to 855-662-2121 or email to set up a time to talk to an experienced Jemma Financial Advisor. A well-planned retirement may be better than birthday cake.

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Retirement Planning by Birthday Milestones

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