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.
May 30 2022
Memorial Day - Market Closed
Jun 15 2022
2nd Quarter Estimated Taxes Due & Individual Filing Date for U.S. Residents Living Abroad
Jun 19 2022
Happy Father's Day

 

Upcoming Reminders

Jun 20 2022
Juneteenth Holiday Observed - Market & Bank Closed

Jul 04 2022
Independence Day - Market Closed

Aug 02 2022
Time to schedule an appt with your financial advisor to discuss year-end tax planning

Sep 05 2022
Labor Day - Market Closed

Sep 15 2022
Third-Quarter Tax Estimates Due

Oct 01 2022
Remember to complete your RMDs before year-end.

RMDs must be completed by December 31, 2022


Oct 11 2022
Columbus Day - Banks Closed

Oct 15 2022
Extended Individual Tax Return Due

Open enrollment for Medicare Advantage and Part D plans


Nov 01 2022
Start of 2022 Open Enrollment Period for Affordable Healthcare Act

Open enrollment runs from November 1 through December 15


Nov 07 2022
Daylight Savings Time

​Remember to set your clock back by an hour


Nov 11 2022
Veteran’s Day - Banks Closed, Markets Open

Banks are closed, but markets are open.


Nov 24 2022
Thanksgiving Day - Market Closed

Nov 25 2022
Day After Thanksgiving - Markets close early at 1PM EST

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


Dec 07 2022
Medicare Open Enrollment Due Date

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


Dec 15 2022
Affordable Care Act Open Enrollment Due Date

Last chance to apply for 2023 healthcare through ACA.


Dec 26 2022
Christmas Holiday Observed - Markets Closed

Dec 31 2022
End of Year Tax Planning Considerations and Other Deadlines

1) Last day to make 401(k) contributions

2) Last day to establish a Keogh plan

3) Last day to claim 529 plan State Income tax deduction in the 28 states plus the District of Columbia

4) Last day to contribute to charity for a tax deduction

5) Last day for Required Minimum Distributions (you generally have to take RMD when you reach 72)


B Certified
PRI
Diversio Certified
2020 Financial Times 300 Top Registered Investment Advisors
2022 Great Place to Work®
SustainFi
Leeds