Financial Deadlines

Some deadlines are hard to forget.  For example, nobody forgets the April 15  deadline to file income taxes.  However, the year is full of other important dates that can sneak up on even the most time-conscious investor.  Many of those occur in the last few months of the year.

Below are a few important dates to keep in mind on your financial to-do calendar.

September, 2019

  • September 16, 2019: Third quarter estimated tax payments due.

October, 2019

  • October 1: Deadline for self-employed persons or small employers to establish a SIMPLE-IRA.
  • October 1: First day to file FAFSA for college financial aid in July 2020 – June 2021
  • October 1: Final deadline to fund a SEP-IRA or Solo 401(K) for tax year 2018 if you filed a 2018 extension.
  • October 1: Open enrollment for employee health benefits usually open for a month (the timing depends on the individual employer).  October is a great time to consider a Health Savings Account.
  • October 15 – December 7, 2019: Medicare open enrollment.  Time to re-evaluate coverage, Rx coverage, supplemental insurance.

November 1 – December 15, 2019

  • Open enrollment in the Health Insurance Marketplace. (
  • December 27 – Last trading day for settlement in calendar year 2019.
  • December 31 – Last day for 2019 IRA Required Minimum Distributions. Last day to make Qualified Charitable Donations.

We encourage all investors to consult their tax professionals and investment advisors for advice about the timing of financial decisions.

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Dates, Deadlines, Important Dates

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