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.
Jan 18 2021
Martin Luther King, Jr. Day - Market Closed
Jan 27 2021
Managing your Wealth: 4 Simple Steps to Achieve a Brighter New Year

​Wednesday, January 27th at 12 PT/3ET Register today.

Jan 31 2021
W2s are due to employees by employers; 1099-R due


Upcoming Reminders

Jan 31 2021
W2s are due to employees by employers; 1099-R due

Feb 15 2021
Washington’s Day - Markets Closed

Mar 15 2021
Daylight Savings time. Set your clocks ahead by an hour

Mar 31 2021
Last day for General enrollment for Medicare Part B

Apr 01 2021
Last Day to Take Your First Required Min. Distributions (RMD) 2020 if you did not choose to waive it.

Please note that you will be taxed on income from 2 RMD distributions for the current year if you delay your first distribution until April 1st.

Apr 02 2021
Good Friday - Market Closed

Apr 15 2021
1st quarter estimates due. Individual tax return and tax extension forms are due for the current year.

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

May 31 2021
Memorial Day - Market Closed

Jun 15 2021
2nd Quarter Estimated Taxes Due

Jul 05 2021
Independence Day - Market Closed

Aug 02 2021
Time to schedule an appt with your financial advisor to discuss year-end tax planning

Sep 06 2021
Labor Day - Market Closed

Sep 15 2021
Third-Quarter Tax Estimates Due

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

Nov 07 2021
Daylight Savings Time

​Remember to set your clock back by an hour

Nov 10 2021
Veteran’s Day - Banks Closed