Year End Deadlines

October 9, 2018

The end of the year is an important milestone for taxes and financial matters. Here are some important deadlines to keep in mind:

Final deadline for 2017 personal tax returns

October 15, 2018

Last day to contribute to a SEP IRA for 2017, if you filed an extension

October 15, 2018

Open enrollment periods for benefits at your job

Can be November 1, 2018 – January 31, 2019

Last day to enroll in new health insurance plan on

December 31, 2018

Tax Loss Harvesting (more about this in a future blog)

December 31, 2018

Completed gifts (again, more about gifting in a future blog)

December 31, 2018

Required Minimum Distributions (including beneficiary and charitable distributions)

December 31, 2018

Gifts to charity

December 31, 2018

4th Quarterly tax payment

January 15, 2019

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.

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