Important Dates

  • October 15th
    • DEADLINE – Extended Income Tax Return (1040)
    • DEADLINE – Gift Tax Return (709)
    • Open Enrollment begins for existing Medicare enrollees
  • November 1
    •  Start of open enrollment period for health insurance marketplace
  • December 7
    • DEADLINE – Enrollment period ends for Medicare
  • December 15
    • DEADLINE – Enrollment period ends for health insurance marketplace
  • December 31
    • 529 plan contributions must be completed
    • RMDs must be satisfied
    • All financial gifting must be complete
 
 
 

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