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.
Oct 11 2022
Columbus Day - Banks Closed
Oct 15 2022
Extended Individual Tax Return Due

Open enrollment for Medicare Advantage and Part D plans

Nov 01 2022
Start of 2022 Open Enrollment Period for Affordable Healthcare Act

Open enrollment runs from November 1 through December 15


Upcoming Reminders

Nov 07 2022
Daylight Savings Time

​Remember to set your clock back by an hour

Nov 11 2022
Veteran’s Day - Banks Closed, Markets Open

Banks are closed, but markets are open.

Nov 24 2022
Thanksgiving Day - Market Closed

Nov 25 2022
Day After Thanksgiving - Markets close early at 1PM EST

On Friday, the day after Thanksgiving, the market closes early at 1PM Eastern.

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

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)

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