26 Adult children may lose parents’ health insurance coverage under the Affordable Care Act
50 Eligibility for Catch Up Contributions begins
55 Eligibility for Distribution of 457 plans and SEPP begins
59.5 Eligibility for Distribution of Qualified Plans (IRAs, 401Ks and 403b plans) begins on your 59.5th birthday
60 Surviving Spouse eligibility begins for reduced Social Security benefit
62 Eligibility for reduced Social Security benefit begins
64 and 9 months Eligibility for coverage under Medicare. Medicare Enrollment begins 3 months before your 65th birthday and ends 3 months after your 65th birthday.
65 Eligibility for non-medical withdrawals from HSA without penalty begins on your 65th birthday
67 Eligibility for Full Social Security benefit
70 Eligibility for Maximum Social Security benefit. Eligibility begins your birth month, your benefit starts the next month, and benefits are paid the month after they are due.
70.5 QCDs may be taken after your 70.5th birthday
72 RMD RMDs must be taken by April 1 of the year following the calendar year in which you reach age 72. In subsequent years the RMD must be taken by December 31.
You can view your personal milestones in the Lifetime Income Projection chart.