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Distribution: 60s & Beyond

 Financial Life Stages - Getting Started | Accumulation | Distribution

You’ve worked hard to get here and all your retirement planning has been for these years. These are the Golden Years, also known as the Distribution Stage. For some it might feel like the home stretch of long race and you’re ready to retire ASAP. For others, maybe you want to keep working because you’re just not ready to retire yet. Are you thinking about retirement strategy changes? Do you know what the best age to retire will be for you? Did your retirement planning go “as planned’?  It’s natural to have lots of financial questions when you reach 60 because retirement is closer than ever.


  • Are there over 55 investment strategies should I consider?
  • What is the best age to collect Social Security?
  • What is the best age to retire for me?
  • Should I continue making contributions to retirement accounts?
  • Will I need traditional long-term care insurance?
  • How many years of retirement can I afford?
  • How can I get the most out of my final years working?
  • What are some fixed income options to consider?              

This can be a very rewarding and enjoyable time of life. But unfortunately a bad financial decision during the Distribution Stage can undermine a happy retirement. If you’re like most people over 60, you will have to make lots of big financial decisions during this stage of life. So it could be beneficial to get help from a retirement planning advisor. Think how good it feels that you have a suitable retirement plan, especially now that retirement is right around the corner.


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