Important Milestones 2024
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Evensky & Katz / Foldes
Our updated “Important Milestones” guide now incorporates the latest changes from The SECURE Act 2.0, effective for 2024. This essential resource provides a clear overview of key milestones based on age, residency, and personal circumstances.
Key Features Include:
- Child-Related Income Taxation: Important ages that affect income tax rules for dependents.
- Catch-Up Contributions: Key ages for making additional contributions to retirement plans.
- Retirement Plan Withdrawals: Milestones that influence when and how you can access your retirement funds.
- Medicare: Critical ages and eligibility criteria for Medicare enrollment.
- Social Security: Important ages and milestones for planning your Social Security benefits.
Stay informed and make the most of these significant milestones with our easy-to-use guide.
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