Client Calendar

2024 updated contribution limits:

   - IRA under 50 yrs. $7,000/ Over 50 yrs. $8,000

   - 401k under 50 yrs. $23,000/ Over 50 yrs. $30,500


Date | Description

•              January 2024 - Would you like your Required Minimum Distribution now or later in the year?

•              January 2024 - Rebalance portfolios send in 401k statements

•              January 15, 2024 - Martin Luther King Jr. Day. Office closed.

•              January 31, 2024 - Schedule your annual review. 

•              February 19, 2024 - Presidents' Day Holiday. Office and Market closed.

•              April 15, 2024 - Last day to make 2023 contributions to Traditional IRA, ROTH IRA, or Educational Savings Account (ESA).

•              March 29, 2024 - Good Friday. Office and Market Closed

•              May 27, 2024 - Memorial Day Holiday. Office and Market closed.

•              July 4, 2024 - Independence Day Holiday. Office and Market closed.

•              September 2024 - Required Minimum Distribution reminders mailed to clients.

•              September 2, 2024 - Labor Day Holiday. Office and Market closed.

•              October 1, 2024 - Deadline to open a 401(k) or Savings Incentive Match Plan (SIMPLE) IRA

•              November 28, 2024 - Thanksgiving Day Holiday. Office and Market closed.

•              December 2024 - Year end tax loss selling

•              December 5, 2024 - Lindenberg Wealth Management Holiday Party

•              December 25,2024 – January 2, 2025 - Hanukkah

•              December 26, 2024 - Public Christmas Holiday Date. Office and Market closed.

•              December 31, 2024 - Last day to take your Required Minimum Distribution.