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The end of the year is an important milestone for taxes and financial matters. Here are some important deadlines to keep in mind:
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Final deadline for 2017 personal tax returns |
October 15, 2018 |
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Last day to contribute to a SEP IRA for 2017, if you filed an extension |
October 15, 2018 |
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Open enrollment periods for benefits at your job |
Can be November 1, 2018 – January 31, 2019 |
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Last day to enroll in new health insurance plan on healthcare.gov |
December 31, 2018 |
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Tax Loss Harvesting (more about this in a future blog) |
December 31, 2018 |
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Completed gifts (again, more about gifting in a future blog) |
December 31, 2018 |
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Required Minimum Distributions (including beneficiary and charitable distributions) |
December 31, 2018 |
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Gifts to charity |
December 31, 2018 |
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4th Quarterly tax payment |
January 15, 2019 |
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Making a contribution to an IRA or Roth IRA |
April 15, 2019 |
Any opinions are those of Jill Carr and not necessarily those of RJFS or Raymond James. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete.
