Milestone Partners

Have you heard of the “Rule of 55”?
If you leave your employer in the year you turn 55 or later, you may be able to take withdrawals from certain workplace retirement plans without the early withdrawal penalty.
This applies only to the plan you were contributing to at the time you left your job. Were you familiar with this rule?
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The summer before college is full of big emotions: excitement, anticipation, pride, and maybe a little uncertainty, too.

For many families, it’s a season of preparing for new routines, new experiences, and a major life milestone. Wherever this next chapter takes your student, we hope you take time to enjoy these moments together along the way.

Emerging markets today look very different than they did just a few years ago. Let’s connect if you want to better understand how international stocks could fit into your broader investment strategy.

How emerging markets are changing An important market shift is underway in developing economies.