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.
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

 

Upcoming Reminders

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