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Why Age 69 Is Crucial to Planning a Comfortable Retirement and Legacy

By Medora Lee April 19, 2026 USA Today

Age sixty-nine is a pivotal moment in retirement planning, marking the final stretch before required minimum distributions (RMDs) start while leaving enough runway to take meaningful steps toward keeping taxes low. It is important to hire a financial advisor who is a CFP® professional and has a fiduciary duty to build a financial plan that ensures financial security during retirement.

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USA Today
Medora Lee
April 19, 2026