Broker Check

Retiring? Preparing for retirement is not a simple task, and preparing today is different from that of 10 years ago.   There are key dates you don't want to miss out on.

Age 50 - Workers in certain qualified retirement plans are able to begin making annual catch-up contributions.

Age 59-1/2 - Workers are able to start making withdrawals without penalty.  You may also be able to have an in-service rollover without stopping contributions or matching dollars.

Age 62 - Workers are first able to draw Social Security retirement benefits.  Are you better off to defer?  How can you increase your Social Security benefits even more?

Lovett & Associates can answer these questions and many more for you.  Email or call today at 254-751-1256 to speak directly to a Retirement Specialist and to request your complimentary copy of "A Simple Path-5 Simple Steps to Enhance Your Retirement".  


Have a Question

Thank you!