Download our Checklist: Important Milestones

There are many important milestones that clients need to keep in mind. Eligibility requirements and deadlines often depend on a client’s year of birth, residency, or other personal circumstances. With these variables, it can be difficult to track and recall how your age opens or forecloses 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 throughout the year and over your lifetime. It covers ages that affect:

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