Talk:Checklist of important retirement dates

Does this start the discussion?


 * Possible addition:
 * Age 85-95; age range at which many deferred annuity account balances (both  fixed deferred and  variable deferred) must be annnuitized; refer to specific annuity contract for precise age. --Blbarnitz 15:40, 31 August 2011 (EDT)

(Yes, this starts the discussion.) Tip: By convention, use the "Sig" icon in the editing toolbar (4th from the left) to "sign" your comments. It appears as --~, but will convert to your screen name, time and date upon Save page or Show preview. This is also done in Wikipedia, we follow their convention.

What do you consider to be a "Special case"? There are exemptions and special rules for just about every plan. I guess it depends on what's popular.

I modified the IRA contribution limit, as it depends on the calendar year when you hit 70.5. For example, if you are 70.5 in July 2011, you can contribute for 2011. But if you are 70.5 in February, you cannot contribute for 2011. IRS publication 590:

"Age 70½ rule. Contributions cannot be made to your traditional IRA for the year in which you reach age 70½ or for any later year. You attain age 70½ on the date that is six calendar months after the 70th anniversary of your birth. If you were born on or before June 30, 1940, you cannot contribute for 2010 or any later year."

--LadyGeek 21:34, 31 August 2011 (EDT)


 * This table is a great idea! I'm wondering why the age entries FRA(65-67)(FRA) have the additional (FRA) at the end?  The reason for the redundancy isn't clear to me.--ThePrune 21:52, 31 August 2011 (EDT)


 * I removed the double FRA references, executed a few minor tweaks and added the annuity ages (shifted sigs to end of comments/per convention). --Blbarnitz 05:34, 1 September 2011 (EDT)