The Capital Group
Your Personalized Retirement Timeline
See key retirement milestones based on your age, including planning windows for income,
healthcare, Social Security, and required distributions.
Planning Insight
What is coming next?
Your timeline is meant to help you see upcoming planning moments before they arrive. These milestones are not
recommendations by themselves. They are conversation starters for reviewing your retirement income, tax
strategy, healthcare coverage, and legacy planning.
Timeline Overview
Your milestone path
Past milestones are marked as already reached. The highlighted marker shows the next upcoming planning milestone.
Full Timeline
Your full retirement timeline
Ongoing Planning Conversations
Milestones are only one part of the picture
These are common planning areas to review as your timeline unfolds.
Income Planning
- Withdrawal sequencing
- Social Security timing
- Cash flow planning
Tax Planning
- Roth conversion windows
- IRMAA awareness
- RMD coordination
Healthcare Planning
- Medicare timing
- HSA considerations
- Long-term care conversations
Estate Planning
- Beneficiary review
- Account titling
- Legacy goals
Ready to talk through your timeline?
Your next milestone can be a good time to revisit your retirement plan, income strategy, and planning priorities
with an advisor.
Schedule a Conversation
For informational and educational purposes only. This tool provides a general timeline based on the date of birth entered and is not intended to provide individualized financial, tax, legal, Social Security, or Medicare advice. The milestones shown may not apply to every person and do not account for your full financial situation, retirement goals, income needs, health coverage, or tax circumstances. Rules, limits, and eligibility requirements can change. Please consult qualified professionals regarding your specific situation.
