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 2020
Last Day of Open Enrollment

For Medicare Advantage and Part D plans

Dec 25 2020
Christmas Day - Market Closed
Dec 31 2020
End of Year Tax Planning Considerations

1) Last day to make 401k contributions

2) Last day to establish a Keogh plan

3) 2020 RMDs exceptions: waive or roll-back into IRA (roll back within 60 days of receipt)

4) Roth Conversions

 

Upcoming Reminders

Dec 31 2020
End of Year Tax Planning Considerations

1) Last day to make 401k contributions

2) Last day to establish a Keogh plan

3) 2020 RMDs exceptions: waive or roll-back into IRA (roll back within 60 days of receipt)

4) Roth Conversions


Jan 01 2021
New Years Day - Market Closed. General enrollment for Medicare Part B (if you missed your initial enrollment period).

Time to schedule your tax appointment. Ideally, book your appointment after March 1st to ensure you have all your 1099s.


Jan 15 2021
4th quarter estimates for the prior year.

Jan 18 2021
Martin Luther King, Jr. Day - Market Closed

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

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