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Key Retirement Planning Milestones:
A Timeline for Achievement
Every birthday is special—but these are particularly important for retirement planning.
Take advantage of these key milestones to help ramp up your retirement assets as you prepare for retirement or help make the most of your retirement income distributions while in retirement.
Last Chance to Accumulate
Transitioning to Retirement
Taking Income Distributions
Financial Planning Help
Approaching an important milestone? A PNC investment professional can help you prepare and stay on track with a personalized retirement consultation.
- You will have to pay ordinary income on the amount withdrawn. Exceptions apply. See for details.
- Under recent SECURE Act legislation, the age required to begin taking RMDs has changed from age 72 to age 73 beginning in tax year 2023. Consult your tax and/or legal advisor if you need further guidance in this regard
- If you fail to take your RMD on time, a 25% tax penalty may be applied to the amount of any shortfall.
This material is meant to educate and not to provide legal, tax, accounting or investment advice. PNC Investments and its affiliates and vendors do not provide legal, tax or accounting advice.
Important Investor Information:
Brokerage and insurance products are:
Not FDIC Insured. Not Bank Guaranteed. Not A Deposit. Not Insured By Any Federal Government Agency. May Lose Value
Securities products and brokerage services as well as managed account advisory services to U.S. based clients are offered by PNC Investments LLC, a registered broker-dealer and a registered investment adviser and Member FINRA and SIPC. Managed account advisory services for non-US based clients are offered by PNC Managed Account Solutions, Inc., a registered investment adviser. Annuities and other insurance products are offered through PNC Insurance Services, LLC, a licensed insurance agency (CA License #0B57695).
PNC Investments, PNC Insurance Services and PNC Managed Account Solutions do not provide legal, tax, or accounting advice.
This document provides information on additional compensation that PNC Investments receives from certain mutual fund companies, 529 plan program managers and insurance companies.
This material does not constitute an offer or solicitation in any jurisdiction where or to any person to whom it would be unauthorized or unlawful to do so.
PNC Investments does not guarantee the performance of any investment. Investing results may vary. Investments may lose money. Diversification and asset allocation may not prevent a loss of investment.
PNC Investments LLC, PNC Insurance Services, LLC and PNC Bank, National Association are each affiliated with The PNC Financial Services Group, Inc.
Bank deposit products and services provided by PNC Bank, National Association. Member FDIC.