Fall is here! As we head into the final quarter of 2024, it’s crucial to mark your calendars with important financial dates – that way, we don’t miss them.
At Bautis Financial, we understand the importance of staying informed and organized when it comes to your finances. That’s why we’re excited to share that the Fall 2024 Key Deadlines card is now available.
Fall gets busy as we head into the holidays and encounter a number of important financial deadlines, including:
- October 15th: Medicare Advantage and drug plan open enrollment opens.
- October 15th: 2023 individual tax returns are due for those that extended the deadline.
- November 1st: 2025 health insurance open enrollment begins.
- December 7th: Medicare Advantage and drug plan open enrollment closes.
- December 31st: Last day to: Establish Keogh, solo 401(k); Make contributions to 401(k); Sell stock to realize gains/losses; Take RMDs; Pay expenses for itemized deductions; Make tax-deductible charitable contributions; Make annual tax-free gifts.
Markets will be closed:
- November 28th: Thanksgiving Day
- December 25th: Christmas Day
While financial planning is crucial, life is also about embracing special moments and observances. Our card doesn’t just focus on deadlines but also includes notable occasions like Retirement Security Week, Small Business Saturday, Giving Tuesday, Pearl Harbor Day, and more.
With these deadlines in mind, we encourage you to schedule a call with our team of advisors if any action should be taken before year-end.
Bautis Financial LLC is a registered investment advisor. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.