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Important Milestones

Financial Planning, Life Events

Important-Milestones
Important-Milestones

There are many important milestones in life to keep top of mind.

Eligibility requirements often depend on your year of birth, residency, or other personal circumstances. With these variables, it can be difficult to track how one’s age can open or close important planning opportunities.

 

In response to this challenge, we utilize the “Important Milestones” resource. This quick reference guide covers key milestones to keep in mind throughout the year for yourself and loved ones. It covers ages that affect:

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

Services

  • Financial Advisors
  • Retirement Planning
  • Wealth Management
  • Smartvestor Advisors
  • Overland Park
  • Mission
  • Stilwell
  • Shawnee
  • Lenexa
  • Lee’s Summit
  • Blue Springs
  • Parkville
  • St Louis
  • Springfield

The Retirement Planning Group Inc. is registered with the Securities and Exchange Commission and has clients nationwide. We offer retirement planning, wealth management and financial planning services. 

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

The Retirement Planning Group mentioned in: Ingram’s-Retirement Planning, Forbes-Financial Advisors get qualified leads form SmartAsset, Bloomberg-Consumer Finance, RIABiz-How two Wachovia breakaways broke some rules and grew $23 million AUM to $320 million in seven years, Business Insider-This Startup Aims To Solve A Financial Problem Most People Don't Even Realize They Have, Business Journal-OP startup Blooom pitches green thumb for 401(k) management


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