Important Planning Milestones 2021 is a list of key milestone dates that advisors and clients need to keep in mind. Retirement benefit maximization and eligibility requirements often depend on a client’s year of birth or other life-cycle milestones and circumstances. Important milestones are not always obvious, they can be difficult to track and they often serve to open or foreclose planning opportunities.

In response to these challenges, a simple reference on key milestones was created. The guide covers milestones essential to the following long-term planning and execution needs:

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