Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the next age than the last.
When you are older, “and-a-half” birthdays start making a comeback. Starting at age 50, several birthdays and “half-birthdays” are critical because they have implications regarding your retirement income. To learn more about the impact your upcoming birthdays can have on your overall retirement, click on the button to the right and download our guide!
January 1st: First day to contribute to a traditional and Roth IRAs and Simplified Employee Pension Plans (SEP) for the new year.
January 1st: Medicare Advantage Open Enrollment Period and Medicare General Enrollment Period begins.
January 15th: Due date for quarterly estimated taxes for the fourth quarter of the previous year.
March 31st: End of Medicare Part A and Part B General Enrollment Period. Last day to submit claims for eligible medical expenses from the previous year for many flexible spending account (FSA) plans with a use-it-or-lose-it rollover rule.
April 1st: Last day to take first IRA required minimum distribution (RMD) from traditional retirement accounts without penalty.
April 18th: Last day to file income taxes or apply for an extension. Also, the last day to contribute to a traditional or Roth IRA, and HSA for the previous year.
June 15th: Two month filing extension deadline for federal taxes, and last day to file income taxes for Americans living abroad. Estimated taxes for Q2 due.
June 30th: Last day to submit a FAFSA application.
September 15th: Estimated taxes for Q3 are due.
September 30th: Last day to determine beneficiaries after an IRA owner’s death.
October 1st: Extended trust and estate income tax returns due.
October 15th: End of six-month filing extension period for federal taxes. Also, extended deadline to contribute to an SEP IRA for the self-employed and self-business owners.
October 15th: Medicare Advantage and drug plan open enrollment starts.
December 15th: Affordable Care Act open enrollment ends.
December 31st: Last day to take RMDs from an IRA, 401(k), and inherited IRAs. Last day to set up most types of retirement accounts so contributions count for the current year. Also, last day for 401(k) contributions, itemized deductions, stocks, and gifts to count for the 2021 tax year.
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“The Changing Story of Retirement” report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.
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