Taking steps at each of these stages on the road to retirement could help you maximize your income, minimize your taxes and avoid penalties
YEARS BEFORE MANY PEOPLE RETIRE, key dates and deadlines pop up—things like being able to make catch-up contributions to your 401(k) and IRA starting the calendar year you turn 50 and signing up for Medicare Part A at 65, even if you’re still working. If you aren’t aware of them, they’re easy to miss. Below are seven important stops along the way to retirement readiness.
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Bank of America is a marketing name for the Retirement Services business of Bank of America Corporation.
This material should be regarded as general information on Healthcare and Social Security considerations and is not intended to provide specific healthcare or social security advice. If you have questions regarding your particular situation, please contact your legal or tax advisor.