General enrollment for Medicare Part B (for those who missed their initial enrollment period).

Time to schedule your tax appointment. (Book your appointment after March 1st to ensure you have all your 1099s)

Individual tax return (or extension) forms due for 2023. Last day to make IRA, SEP IRA, and Keogh contributions for 2023. SEP IRA and Keogh contributions can be made up to the extended due date if an extension for filing returns is made.

Schedule a year-end tax planning appointment with your financial advisor.

Third-Quarter Estimated Taxes, S-Corp and Partnership returns extended filing deadline.

RMDs must be completed by December 31, 2024

1) Last day to make 401(k) contributions

2) Last day to establish a Keogh plan

3) Last day to contribute to charity for a tax deduction

4) Last day for Required Minimum Distributions (you generally have to take RMD when you reach 73)