January 2021 - Would you like your Required Minimum Distribution now or later in the year?
January 2021 - Rebalance portfolios send in 401k statements
January 18, 2021 - Martin Luther King Jr. Day. Office closed.
January 31, 2021 - Schedule your annual review. Call or email Sarah or Khadine.
February 2021 - IRA Beneficiary Updates - Do you still have your former spouse receiving your IRA benefits? Have you had a baby? Make sure your family is protected.
February 15, 2021 - Presidents' Day Holiday. Office and Market closed.
March 15, 2021 - If you delayed your first Required Minimum Distribution, you have to take it by April 1st. Call Sarah to make arrangements.
April 15, 2021 - Last day to make 2018 contributions to Traditional IRA, ROTH IRA, or Educational Savings Account (ESA).
April 2, 2021 - Good Friday. Office and Market Closed
May 31, 2021 - Memorial Day Holiday. Office and Market closed.
June-October 2021 - Schedule your mid-year review. Call or email Sarah or Khadine.
July 4, 2021 - Independence Day Holiday. Office and Market closed.
September 2021 - Required Minimum Distribution reminders mailed to clients.
September 6, 2021 - Labor Day Holiday. Office and Market closed.
October 2021 - Tax Planning Review: Are your portfolios tax efficient?
October 1, 2021 - Deadline to open a 401(k) or Savings Incentive Match Plan (SIMPLE) IRA
October 5 or 6, 2021 - 10th Annual Cox Farm Fall Festival. Details to follow.
November 2021 - Have you taken your Required Minimum Distribution?
November 2021 - Tax Planning: Are your capital gains under control?
November 25, 2021 - Thanksgiving Day Holiday. Office and Market closed.
December 2021 - Year end tax loss selling
December 4, 2021 - Lindenberg Wealth Management Holiday Party- Details to Follow
Novermber 28-December 6, 2021 - Hanukkah
December 25, 2021 - Christmas Holiday. Office and Market closed.
December 31, 2021 - Last day to take your Required Minimum Distribution.