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.
Sep 29 2021
Live Webinar Noon PT / 3 ET: How the New Tax Legislation May Impact Your Estate Plan and Investments
Oct 01 2021
Remember to complete your RMDs before year-end.

RMDs must be completed by December 31, 2021

Oct 15 2021
Extended Individual Tax Return Due

Open enrollment for Medicare Advantage and Part D plans

 

Upcoming Reminders

Oct 15 2021
Extended Individual Tax Return Due

Open enrollment for Medicare Advantage and Part D plans


Nov 07 2021
Daylight Savings Time

​Remember to set your clock back by an hour


Nov 10 2021
Veteran’s Day - Banks Closed

Dec 31 2021
The final date to receive any basis step-up on the original gain.

After this date, the 10% step-up in basis after a 5-year hold goes away, as it is no longer possible to achieve a 5-year hold prior to the end of 2026.