Birthdays in Retirement Guide

Birthdays You Need to Remember for a Successful Retirement

Birthdays usually bring thoughts of cake, candles, and presents, but as you draw closer to retirement, some birthdays and even “half-birthdays” become significant milestones in your retirement planning journey.

If you’re gearing up for retirement in the near future and have at least $500,000 in investable assets, it’s crucial to grasp which birthdays can impact your retirement income. Don’t forget to mark these pivotal dates on your calendar!

Get the Guide

First Name*
Last Name*
Zip*
Phone*
Email*
To provide you with the best experience and most relevant content, please provide an estimate of your investable assets.*
Would you like to learn more about Savant?*
I consent to sharing my information with Savant. By proceeding, you agree to receive communication from Savant. You can opt out at any time.
Email
This field is for validation purposes and should be left unchanged.

Please note: The confirmation page will take several moments to load. Please do not click the submission button a second time.

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.

Birthdays in Retirement Guide

Birthdays You Need to Remember for a Successful Retirement

Get the Guide

About Savant Wealth Management

Savant By the Numbers

16,100+

1986

42

175

$28B+