There are many important client milestones that advisors need to keep in mind. Eligibility requirements often depend on a client’s year of birth, residency, or other personal circumstances. With these variables, it can be difficult to track and recall how clients’ ages open or foreclose planning opportunities.
In response to this challenge, we’ve created the “Important Milestones” resource. This quick reference guide covers key milestones to keep in mind across your client relationships. It covers ages that affect:
Updated for 4/30/2021