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Important Milestones

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There are many important milestones that individuals should keep in mind throughout their financial journey. Eligibility requirements often depend on birth year, residency, or other personal circumstances. With these variables, it can be difficult to track how your age open or close planning opportunities.


This quick reference guide covers key milestones to keep in mind in your financial planning. It covers ages that affect:


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

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