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December 12, 2025 by Michelle Morris

From Age 13 to 95: Financial Milestones You Need to Know

Recently, I turned 59 ½ years old.  Normally a half birthday doesn’t mean much, but this year was significant because now I can take IRA distributions without an extra 10% penalty.  I was tempted to do so even though I’m still working and don’t need the additional taxable income!

After 3+ decades of investing money into my IRA this is an exciting landmark!

There are a lot of age milestones when it comes to finances, starting in childhood.  

Here are some:

Topics: Filed Under: Financial Planning Toolkit

Previous Post: « Seven Years Later – Micro Investing with Acorns

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From The Blog

  • From Age 13 to 95: Financial Milestones You Need to Know
  • Seven Years Later – Micro Investing with Acorns
  • New Tax Break for (most) Taxpayers Age 65 and Older
  • How Much Federal Income Tax Do You Actually Pay?

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From the Blog

  • From Age 13 to 95: Financial Milestones You Need to Know
  • Seven Years Later – Micro Investing with Acorns
  • New Tax Break for (most) Taxpayers Age 65 and Older

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Investment advisory products and services are offered through advisory representatives of BRIO Financial Planning, an investment advisor registered with the Commonwealth of Massachusetts.

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Michelle Morris, CFP® EA
BRIO Financial Planning
1073 Hancock St. #101
Quincy, MA 02169

michelle@briofp.com
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617-934-1933 (fax)

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