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.