Important Dates

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  • September 5th – Labor Day – Markets closed
  • Enrollment period for employer benefits traditionally begins in the fall.  Be sure to set a reminder to review you health, 401k and other benefits with your current employer.
  • SEPT 15 – Quarterly tax payments are due.
  • October 1st – FAFSA registration opened.  Although not always the case, some schools award on a first come first served basis.
  • October 15th – DEADLINE for tax extension
  • October 25th – LAST day to responsibly purchase king size candy bars for Halloween.
  • November 1st – Opening day for health insurance enrollment.  This is for marketplace insurance and medicare enrollment/supplemental coverage
  • Student Loans – In theory, in the magical world where you are paying back a student loan,  be aware that the 6 month waiting period for payment is now over.  
  • November 24th – Thanksgiving.  Do not deep fry a frozen turkey.  Markets closed
  • December 15th – Enroll or change plans for federal health insurance.
  • December 25th – Christmas
  • December 26th – Markets closed
  • December 31st – Deadline for Required Minimum Distributions & 529 contributions

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