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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