{"id":1301,"date":"2025-04-19T02:00:23","date_gmt":"2025-04-19T02:00:23","guid":{"rendered":"https:\/\/staging8.dynaserverx.com\/newenglandtrust.com\/?post_type=newsletter&#038;p=1301"},"modified":"2025-04-19T02:00:23","modified_gmt":"2025-04-19T02:00:23","slug":"birthday-benefits-quiz","status":"publish","type":"newsletter","link":"https:\/\/staging8.dynaserverx.com\/newenglandtrust.com\/newsletter\/birthday-benefits-quiz\/","title":{"rendered":"Birthday Benefits Quiz"},"content":{"rendered":"<p>Can you match these ages to the related federal benefits and tax responsibilities? One age will be used twice.<\/p>\n<p><strong>50 55 59\u00bd 62 65 67 70 73 75<\/strong><\/p>\n<p>___ 1. Eligible for full Social Security benefits for those born in 1960 or later<\/p>\n<p>___ 2. Earliest age to make catch-up contributions to a traditional IRA or an<br \/>\nemployer-sponsored retirement plan<\/p>\n<p>___ 3. Eligible for maximum Social Security benefit<\/p>\n<p>___ 4. Must begin taking required minimum distributions from most tax-deferred<br \/>\nretirement plans, for those born from 1951 to 1959<\/p>\n<p>___ 5. Eligible to enroll in Medicare<\/p>\n<p>___ 6. Earliest age to make catch-up contributions to a health savings account<\/p>\n<p>___ 7. Earliest eligibility age to begin taking reduced Social Security worker benefits<\/p>\n<p>___ 8. Must begin taking required minimum distributions from most tax-deferred<br \/>\nretirement plans, for those born in 1960 or later<\/p>\n<p>___ 9. Eligible to withdraw money from a tax-deferred IRA or employer-sponsored<br \/>\nretirement plan (for most employees) without incurring a 10% federal tax penalty<\/p>\n<p>___ 10. Eligible to withdraw money from a tax-deferred employer-sponsored retirement plan<br \/>\nwithout incurring a 10% federal tax penalty, for an employee who separates from<br \/>\nservice with the employer<\/p>\n<p>For further information, visit <a href=\"http:\/\/irs.gov\/\" target=\"_blank\" rel=\"noopener\">irs.gov<\/a>, <a href=\"http:\/\/irs.gov\/\" target=\"_blank\" rel=\"noopener\">socialsecurity.gov<\/a>, and <a href=\"http:\/\/medicare.gov\/\" target=\"_blank\" rel=\"noopener\">medicare.gov<\/a>.<\/p>\n<p><strong>Answers<\/strong><br \/>\n1. 67<br \/>\n2. 50<br \/>\n3. 70<br \/>\n4. 73<br \/>\n5. 65<br \/>\n6. 55<br \/>\n7. 62<br \/>\n8. 75<br \/>\n9. 59\u00bd<br \/>\n10. 55 (50 or after 25 years of service for qualified public safety employees)<\/p>\n<p>This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek guidance from an independent tax or legal professional. The content is derived from sources believed to be accurate. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. This material was written and prepared by Broadridge Advisor Solutions. \u00a9 2024 Broadridge Financial Solutions, Inc.<\/p>\n","protected":false},"featured_media":1302,"template":"","meta":{"_acf_changed":false},"newsletter-category":[28],"class_list":["post-1301","newsletter","type-newsletter","status-publish","has-post-thumbnail","hentry","newsletter-category-july"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.3.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Birthday Benefits Quiz - New England Trust<\/title>\n<meta name=\"description\" content=\"In Evanston, IL, Robard Flaremoor offers Financial Planning Services &amp; Financial Advice. \u2018Financial Services\u2019 from College Funding to Wealth Protection. \u2018Tax Services\u2019 include Tax Preparation, Tax Reduction, and Tax Management\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/staging8.dynaserverx.com\/newenglandtrust.com\/newsletter\/birthday-benefits-quiz\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Birthday Benefits Quiz - 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