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- You will have to pay ordinary income on the amount withdrawn.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.
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