Key Dates

The CARES Act provides the option to waive your Required Minimum Distributions for 2020, please contact your advisor for information related to your specific circumstances.
Feb 14 2023
Happy Valentine's Day
Feb 15 2023
Washington’s Day - Markets Closed Consolidated 1099-Bs mailed and available online from your Broker
Mar 15 2023
Daylight Savings time. Set your clocks ahead by an hour


Upcoming Reminders

Mar 31 2023
Last day for General enrollment for Medicare Part B

Apr 01 2023
Last day to take your first Required Minimum Distributions (RMD) for 2023 if you did not choose to waive it.

* Please note that you will be taxed on income from 2 RMD distributions, one for 2022 and one for 2023 if you delay your first distribution until April 1st 2023.

Apr 02 2023
Good Friday - Market Closed

Apr 15 2023
Tax Day

1st quarter estimated taxes due for 2023.

Individual tax return (or extension) forms due for 2022.

Last day to make IRA, SEP IRA, and Keogh contributions for 2022. SEP IRA and Keogh contributions can be made up to the extended due date if an extension for filing returns is made.

May 31 2023
Memorial Day - Market Closed

Jun 15 2023
2nd Quarter Estimated Taxes Due

Jul 05 2023
Independence Day Observed - Market Closed

Aug 02 2023
Time to schedule an appointment with your financial advisor to discuss year-end tax planning

Sep 06 2023
Labor Day - Market Closed

Sep 15 2023
Third-Quarter Tax Estimates Due

Oct 01 2023
Remember to complete your RMDs before year-end.

RMDs must be completed by December 31, 2022

Oct 15 2023
Extended Individual Tax Return Due Open enrollment for Medicare Advantage and Part D plans

Nov 07 2023
Daylight Savings Time

​Remember to set your clock back by an hour

Nov 11 2023
Veteran’s Day - Banks Closed, Markets Open

Nov 25 2023
Thanksgiving Day - Market Closed

Nov 26 2023
Day after Thanksgiving - Market Closes at 1PM EST

On Friday, the day after Thanksgiving, the market closes early at 1PM Eastern.

Dec 07 2023
Medicare Open Enrollment Due Date

Last chance to sign up for Medicare Advantage and Part D plans.

Dec 25 2023
Christmas Day - Market Closed

Dec 31 2023
Last Day of 2023

Last day for 401(k) contributions for the year

Last day to establish a Keogh plan

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