Year End Deadlines

Year end deadlines are important milestones for taxes and financial matters. Here are some important year end 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.

Disclosure

*Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Stephens Consulting, LLC, doing business as Stephens Wealth Management Group (SWMG), or any non-investment related content, made reference to directly or indirectly in this newsletter will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.

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