Retirement Planning
Scenarios & Milestones

Let’s plan your best retirement — and make it happen.

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It can be daunting to face the reality of retirement—but it doesn’t have to be. Hunt Country Wealth Management’s PROTECTED FUTURES™ program can make all the difference in preparing you for retirement and protecting you throughout your retirement. No two client situations are exactly the same. So, rather than presenting actual client experiences, we instead offer these hypothetical scenarios and personas to address common questions and challenges that many of our clients face.

Critical Retirement-Planning Milestones

Seek our retirement planning guidance at any time, but especially at these milestones:

  • Age 55: If you’re retired, you may withdraw 401(k) savings without penalty
  • Age 59 ½: Without IRS penalty, you can withdraw tax-deferred assets — IRA/401(k)
  • Age 62: Threshold for early retirement/partial Social Security benefit eligibility
  • Age 65: Medicare sign-up and benefit eligibility
  • Age 66-67: Full Social Security benefit eligibility
  • Age 70: Maximum Social Security benefit eligibility
  • Age 72: RMDs (required minimum distributions) from tax-deferred assets begin

The 5 Retirement Risks You Must Defuse

  • Inflation
  • Outliving your money
  • Bad investment climate
  • Rising healthcare costs
  • Taxes

Retirement Scenarios

Examples of how Hunt Country Wealth Management can help with situations like yours. No two client situations are exactly the same. So, rather than presenting actual client experiences, we instead offer these hypothetical scenarios and personas to address common questions and challenges that many of our clients face. The following is a hypothetical example provided for illustrative purposes only. Actual results may differ.

FINRA: Check Your Broker

Women’s Choice Award® Selection criteria and disclosure may be viewed here.

Securities offered through Securities America, Inc., Member FINRA / SIPC. Advisory services offered through Securities America Advisors, Inc. Hunt Country Wealth Management and Securities America are separate entities. FINRA registered branch office: 46 S. Loudoun St. Winchester VA, 22601. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.