Important Milestones

There are many important client milestones that advisors need to keep in mind. Eligibility requirements 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 clients’ ages open or foreclose 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