What if the biggest retirement planning mistakes come down to missing the right timing? In this episode of Bridging the Gap, Lynn Bridges breaks down the important “windows of opportunity” in retirement that can impact taxes, income, and long-term savings. From catch-up contributions and early 401(k) access rules to Social Security timing, Medicare enrollment, and required minimum distributions, he highlights how timing decisions can shape financial outcomes. The conversation also explores common pitfalls—like early withdrawals and missed deadlines—and why proactive planning matters. It’s a practical look at aligning your decisions with the important moments in retirement.

Book your complementary appointment to learn your retirement score and how Bridges Wealth Preservation can help at BridgesWealthPreservation.com or call 435-674-1037.

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