Important Milestones

There are many important milestones in life to keep top of mind.

Different milestones have unique requirements like your age, where you live, or other personal circumstances. With these variables, it can be difficult to track how one’s age can open or close important planning opportunities.

In response to this challenge, we utilize the “Important Milestones” resource. This quick reference guide covers key milestones to keep in mind throughout the year for yourself and loved ones. It covers ages that affect:

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