Knowing the rules helps things go smoothly, whereas not understanding the rules can not only mess you up, sometimes it costs you money. And sometimes it's just an opportunity lost. That's really what we're talking about today—the milestones and what hitting these milestones will allow you to do as far as opportunities. Most of these things in this episode involve a limited timeframe, and some have a very specific timeframe, so it’s pretty important to act when you can. Full transcript is available. Click on Transcript above. Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editor: Tim Leaman/[email protected]

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