Fall 2023 Key Financial Deadlines

As we embrace the arrival of the fourth quarter, I am pleased to share with you our Fall Key Planning & Investment Deadlines guide. Each quarter, I find it valuable to send out a reminder of the significant financial milestones approaching in the next three months. Fall is a particularly busy time, filled with both festivities and important financial deadlines.

Here are some key dates to mark on your calendar:

October 15th – December 7th: Medicare Advantage and Drug Plan Open Enrollment

Don’t miss your opportunity to review and make changes to your Medicare coverage during this period.

October 16th: Extended Individual Tax Returns Due

If you filed for an extension, be sure to submit your individual tax returns by this date.

December 31: Year-End Financial Deadlines

This is the last day to take action on several critical financial matters, including:

• Establishing a Keogh or Solo 401(k)
• Selling stock to realize gains or losses
• Taking Required Minimum Distributions (RMDs)
• Paying expenses for itemized deductions
• Making tax-deductible charitable contributions
• Making annual tax-free gifts

You can conveniently access the full guide by downloading it from the link provided below.

If you have any questions, need assistance, or seek further clarification on any of these deadlines, please don’t hesitate to reach out to us by phone or email. We are always here to provide the guidance and support you require.

Wishing you a wonderful holiday season ahead. May it be filled with joy, warmth, and prosperity.

SERVICES WE OFFER RELATED TO THIS TOPIC

The information contained in this post is for general use and educational purposes only.  However, we do offer specific services to our clients to help them implement the strategies mentioned above.  For specific information and to determine if these services may be a good fit for you, please select any of the services listed below. 

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