Dec 07 2023
Medicare Open Enrollment Due Date

Last chance to sign up for Medicare Advantage and Part D plans.

Dec 25 2023
Christmas Day - Market Closed
Dec 31 2023
Last Day of 2023

Last day for 401(k) contributions for the year

Last day to establish a Keogh plan


Jan 01 2024
New Year's Day - Market Closed

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)

Jan 15 2024
Martin Luther King, Jr. Day - Market & Banks Closed

Jan 16 2024
Q4 tax estimates due for 2023

Jan 23 2024
Tax Season Begins

Feb 14 2024
Happy Valentines Day!

Mar 15 2024
S-Corp and Partnership returns filing deadline

Mar 19 2024
Washington's Birthday - Market Closed

Mar 31 2024
Last day for general enrollment for Medicare Part B.

Apr 15 2024
Tax Day - 1st quarter estimated taxes due for 2024. Click to view other due dates.

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.

Apr 29 2024
Good Friday - Market Closed

May 27 2024
Memorial Day - Market Closed

Jun 19 2024
Juneteenth National Independence Day - Markets Closed

Jul 04 2024
Independence Day - Market Closed

Aug 01 2024
Discuss Year-End Tax Planning with your advisor.

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

Sep 02 2024
Labor Day - Market Closed

Sep 16 2024
3rd Tax Estimates & S-Corp. Due

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

Oct 01 2024
Remember to complete your RMDs before year-end

RMDs must be completed by December 31, 2024

Oct 14 2024
Extended individual tax returns filing deadline. Open enrollment for Medicare Advantage and Part D plans

Nov 01 2024
Daylight Savings Time. Set your clock back by an hour

Nov 05 2024
U.S. Election Day

Nov 11 2024
Veteran’s Day - Banks Closed, Markets Open

Nov 28 2024
Thanksgiving Day - Market Closed

Dec 07 2024
Last Day of Open Enrollment for Medicare Advantage & Part D plans

Dec 25 2024
Christmas Holiday Observed - Markets Closed

Dec 31 2024
For end-of-year tax planning considerations and other deadlines, click for details.

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)

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