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Your Retirement Checklist for Ages 50, 60, 65, and Beyond

Whether you’re planning your retirement or already retired, this checklist can help track financial success at age 50 and beyond.

Retirement Financial Planning Retirement Planning Health & Wellness Lifestyle Healthcare & Medicare Articles
Mercer Advisors
Published May 9, 2024
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Further Learning

Retirement Article

2026 Tax Strategies with Roth Conversions

Discover 2026 Roth conversion strategies to help minimize taxes and maximize retirement savings. Get guidance on timing, tax brackets, RMDs, and estate planning.

Retirement Article

Electing Roth Treatment for Employer Retirement Plan Contributions

SECURE 2.0 allows Roth treatment of certain employer retirement contributions, creating new tax planning flexibility for employees.

A man and woman reviewing early retirement healthcare
Retirement Article

Medicare and COBRA for Early Retirement: What You Need to Know in 2026

Planning to retire before 65? Learn how Medicare and COBRA work for early retirement in 2026, including updated Medicare costs, COBRA rules, and affordable health insurance alternatives.

Retirement Article

Social Security Break-Even Point: What It Is and Why It Matters

Discover your Social Security break-even age to decide whether claiming early or delaying best fits your retirement goals.

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