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.
Jul 30 2020
BakerAvenue named to the Financial Times' 2020 "FT 300: Top Registered Investment Advisers" list.

With tremendous gratitude and honor, BakerAvenue Wealth Management is proud to be recognized by leading companies and organizations for our commitment to excellence and sustainability.

Aug 27 2020
Expert Insights Webinar: COVID and the New Normal. Strategies for a Successful K-12 School Year

BakerAvenue Financial Feminism Expert Insights presents COVID and the New Normal. K-12 education: Strategies for a Successful School Year with Ana Homayoun, a noted author, speaker, school consultant, and educator. 12 - 1 PT / 3 - 4 ET Click to Register.

Aug 31 2020
Last day to roll back any RMDs taken in 2020 from your IRA(s).

Please contact your advisor for further details

 

Upcoming Reminders

Aug 31 2020
Last day to roll back any RMDs taken in 2020 from your IRA(s).

Please contact your advisor for further details


Sep 07 2020
Labor Day - Market Closed

Sep 15 2020
Third-Quarter Tax Estimates Due

Oct 15 2020
Extended Individual Tax Return Due

Open enrollment for Medicare Advantage and Part D plans


Nov 01 2020
Daylight Savings Time

​Remember to set your clock back by an hour


Nov 26 2020
Thanksgiving Day - Market Closed

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
Last Day to Make 401(k) Contributions

Last day to establish a Keogh plan


When you need to discuss your personal and professional life transitions, BakerAvenue is here for you.