Dates to save: Planning your financial birthdays
Put these important milestones on your financial-planning calendar
If you’re the type of person who stopped celebrating your birthday at age 49, you may be missing some important financial milestones. Indeed, the 20-year period between ages 50 and 70 includes several critical birthdays when key financial rules change or important decisions need to be made. Some of those birthdays come with reminders. But most arrive unheralded, leaving it up to the individual to pay attention and do the required planning. Here’s a quick rundown of the important birthdays that should be on everyone’s financial-planning calendar.