Important Milestones 2024
-
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.
Categories
Recent Insights
-
Name, Image, and Likeness: The Financial Playbook Every Athlete Needs
In 2021, college sports entered a new era. The introduction of Name, Image, and Likeness (NIL) rights gave student-athletes the ability to earn money through endorsements, sponsorships, and social media partnerships. For many young athletes, this was the first time their talent could translate directly into financial opportunity. But with opportunity comes responsibility—and complexity. NIL…
-
Talk Your Chart | The Productivity Shift Reshaping Earnings, Jobs, and Market Performance | Ep. 76
Episode 76 of Talk Your Chart looks at the productivity shift reshaping earnings, jobs, and market performance. Marcos and Brett dig into new data showing how companies are generating more revenue with fewer employees, why margins remain resilient, and what that means for markets moving forward. They also unpack shifts in the labor market, the…
-
Turning Your IRA into a Legacy: How a Donor Advised Fund Can Amplify Your Impact
What if your retirement savings could do more than secure your future—what if they could create a lasting impact on the causes and communities you care about? For many families, naming a donor advised fund (DAF) as the beneficiary of an IRA is a purposeful strategy that makes this possible. Retaining Influence Over Your Charitable…
-
Just Because You’re Over 50 Doesn’t Mean You Have To Invest In Bonds
There’s no universal rule that investors in their 50s should start investing in bonds—asset allocation should be driven by an individualized financial plan.
-
Protect Profits and People: The Top 3 Risk Management Strategies for Your Business
-
Scott DeCecchis
-
Alexander Dopazo
Running a business is about more than day-to-day operations — it’s about protecting the hard work you’ve invested and the people who make it possible. Business owners face the dual challenge of maintaining profitability while creating a workplace where employees feel valued and secure. Smart companies understand that risk management and employee retention are interconnected.…
-
