Savant Wealth Management

Birthdays in Retirement Guide

Birthdays You Need to Remember for a Successful Retirement

Birthdays usually bring thoughts of cake, candles, and presents, but as you draw closer to retirement, some birthdays and even “half-birthdays” become significant milestones in your retirement planning journey.

If you’re gearing up for retirement in the near future and have at least $500,000 in investable assets, it’s crucial to grasp which birthdays can impact your retirement income. Don’t forget to mark these pivotal dates on your calendar!

Important Birthdays eBook iPad

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About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

©2025 Savant Capital, LLC dba Savant Wealth Management. All rights reserved.

Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy, including the investments and/or investment strategies recommended and/or undertaken by Savant, or any non-investment related services, will be profitable, equal any historical performance levels, be suitable for your portfolio or individual situation, or prove successful. Please see our Important Disclosures.

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Savant By the Numbers

Savant Owl

16,500+

Clients Served

1986

Year Established

44

Savant Offices

192

Employee Member-Owners

$30.9B+

Client Assets – AUM & AUA*

*Company statistics as of 5/1/2025. Client assets refers to client assets under management (AUM) $29.6b and client assets under advisement (AUA) $1.3b.
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