Key Birthdays

Birthday Milestones Present Special Tax and Investment Questions to Consider

by | May 6, 2021

Let’s make sure that all of us retire as well as we possibly can and make those “golden years” that much more enjoyable.  Certain milestones in our lives present special tax and investment opportunities to consider, so, we’re providing you with a handy “Birthdays” guide to help you to recognize them and to take action.

Also, to paraphrase a popular saying, friends don’t let friends retire badly.  Do you know someone celebrating any of these milestones?  If someone you know has a “key” birthday this year, forward this article and the reference card on to them.  We are always happy to talk you and your family or friends about these important birth dates: retirement planning, Social Security, 401(k)s, or other retirement, tax, asset protection and estate planning issues.

 

It’s a good life!

Randy Signature 50% (FName)

 

You May Also Like…

Inflation Update February 2023

Inflation Update February 2023

Retirement Planning:  SecuritiesJoseph Maas, Synergy Asset ManagementCPI Components Before diving deeper into what CPI...

Investment Advisory Services are offered through Lifetime Financial, Inc., a Registered Investment Advisory. Insurance and other financial products and services are offered through Lifetime Paradigm, Inc. or Lifetime Paradigm Insurance Services. Neither Lifetime Financial, Inc. nor Lifetime Paradigm, Inc., or its associates and subsidiaries provide any specific tax or legal advice. Only guidance is provided in these areas. For specific recommendations please consult with a qualified, licensed Advisor. Past performance is no guarantee of future results. Your results can and will vary. Investments are subject to risk, including market and interest rate fluctuations. Investors can and do lose money and, unless otherwise noted, they are not guaranteed. Information provided is for educational purposes only and is not intended for the sale or purchase of any specific securities product, service or investment strategy. BE SURE TO FIRST CONSULT WITH A QUALIFIED FINANCIAL ADVISER, TAX PROFESSIONAL, OR ATTORNEY BEFORE IMPLEMENTING ANY STRATEGY OR RECOMMENDATION DISCUSSED HEREIN.

This message is intended for the use of the individual or entity to which it is addressed and may contain information that is privileged, confidential and exempt from disclosure under applicable law. If you are not the intended recipient, any dissemination, distribution or copying of this communication is strictly prohibited. If you think you have received this communication in error, please notify us immediately by reply e-mail or by telephone (800) 810-1736 and delete the original message.

This notice is required by IRS Circular 230, which regulates written communications about federal tax matters between tax advisors and their clients. To the extent the preceding correspondence and/or any attachment is a written tax advice communication, it is not a full "covered opinion." Accordingly, this advice is not intended and cannot be used for the purpose of avoiding penalties that may be imposed by the IRS.