Your first step to retirement...
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 hello@lovettfinancial.com 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".