Important Dates and Reminders

 

 

Important Dates and Reminders For Your Financial Calendar

 

Jan. 1 Self Employed 401k, SIMPLE, SAR SEP contributions due
Feb. 1 For parents of college students, complete the FAFSA as soon as possible after completing your tax return
April 1 Deadline for first year's IRA required minimum distribution
April 15 Tax Filing Deadline
  IRA, ESA, Roth IRA contributions due
May 1 Provide copy of tax return to financial advisor
Sept. 30 Deadline to determine designated beneficiary for inherited IRAs
Oct. 1 Consider taking IRA Required Minimum Distribution, if older than age 70.5
  Deadline to establish SIMPLE IRA
Oct. 15 Deadline to recharacterize Roth IRA
Oct. 31 Trust documentation deadline for newly inherited IRA accounts
Dec. 31  Last day of tax year