The end of the year is an important milestone for taxes and financial matters. Here are some important deadlines to keep in mind:
| Benefit “Open Enrollment” periods – Workplace | November 1, 2021 – January 31, 2022 |
| Last day to enroll in new health insurance plan on healthcare.gov | January 15, 2022 |
| Tax loss harvesting (more about this in a future blog) | December 31, 2021 |
| Completed gifts (for gift tax purposes) | December 31, 2021 |
| Required Minimum Distributions (including beneficiary and charitable distributions) | December 31, 2021 |
| Gifts to charity | December 31, 2021 |
| 4th Quarterly tax payment | January 15, 2022 |
| Making a 2021 contribution to an IRA or Roth IRA | April 15, 2022 |
As always, if you still have questions, feel free to email me.
Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser doing business as Stephens Wealth Management Group (SWMG). SWMG is not a registered broker/dealer. SWMG investment adviser representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
Employee Stock Options, Part 2 of 2