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1st Quarter
- Financial Planning clients should remove last years investment statements from your notebook and transfer them to file folders or archive this information in another way that works for you
- Get your tax information organized including W-2s, 1099s, etc.
- Review your retirement plan contribution amounts maxing last years contribution if you are financially able
- Review your goals for the new year and begin putting them in motion
- Consider contacting us to update your financial plan
- Begin preparation of your Tax Return for last year
2nd Quarter
- File your Tax Return
- Make your first Estimated Payment (due April 15th) if required
- Complete your financial “spring cleaning”
- Put away last year’s recently filed tax returns and information
- Review adjustments in your spending plan for this year
- Shred any old financial information
- Make your second Estimated Tax payment (due June 15th) if required
3rd Quarter
- Begin thinking about year-end issues and insuring nothing has “fallen through the cracks” (so to speak)
- Review tax issues, put contribution limits in place, and take your Required Minimum Distribution if you must
- Make your third Estimated Tax payment (due September 15th) if required
4th Quarter
- If you are required to take a Required Minimum Distribution for this year and haven’t done so, now is the time
- Review any employee benefit changes for the upcoming year
- Review tax issues and contribution amounts
- Make your fourth Estimated Tax payment (due January 15th) if required
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