There are a number of financial milestones related to your age, which are important to understand and plan around. JB Bryan, Chief Investment Officer of JB Bryan Financial Group, Inc. helps explain which birthday milestones should trigger you to take a look at your retirement accounts and other investments to evaluate the regulations and tax liabilities that can have a significant impact on your long-term financial planning.
Celebrating more than 20 years of service to investors, JB Bryan Financial Group, Inc. The Home of AfroEconomics™ believes that financial and investment planning should be top priorities for individuals and families of all ages and income ranges. Our goal is to educate you and your family by taking the mystery out of investments, financial planning, and insurance.