Turning 70 can unlock opportunities and deadlines that many retirees overlook.

Nolan Baker explains three key financial moves to consider before age 73, including qualified charitable distributions, preparing for required minimum distributions, and making the most of Roth conversion opportunities. He also breaks down how much income may be needed to support different retirement lifestyles, from lean to affluent, and why planning around lifestyle goals matters more than chasing a savings target. Plus, learn why Social Security affects women differently, how survivor benefits can shape long-term retirement security, and what investors should know about finding the right balance between growth and risk in today’s market.

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We are dedicated to helping retirees achieve the retirement they deserve. From crafting personalized retirement income strategies to providing a single location for all your retirement solutions, our goal is to guide you every step of the way. Let us help you navigate the complexities of retirement so that you can enjoy financial confidence and peace of mind.