social security timing or the requirement to enroll in medicare at age 65, but many of the other things are in here. Those three things are important to understand but very little of those three need to be considered much before age 60 IMO. I tell lots of older folks about QCD's and try to warn people about the medicare enrollment. Very few people want to engage in a discussion of social security timing - most have their minds made up pretty firmly.

Some of the post is getting a little stale given that it is over five years old but most is still valid.

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