Life’s Important Milestones… in Finance

There are many important life and financial milestones that you should keep in mind. Eligibility requirements often depend on your year of birth, residency, or other personal circumstances. With these variables, it can be challenging to identify important planning opportunities.

In response to this challenge, we’ve created the “Important Milestones” resource. This quick reference guide covers key milestones to keep in mind across your client relationships. It covers ages that affect:

  • Child-related income taxation
  • Catch-up contributions
  • Retirement plan withdrawals
  • Medicare
  • Social Security

Updated for 10/15/2021