Year End Deadlines

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.