Client Calendar
   
Date | Description

  • 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.

   2021 Updated contribution limits for retirement accounts:

   - IRA under 50 yrs. $6,000/ Over 50 yrs. $7,000
   - 401k under 50 yrs. $19,500/ Over 50 yrs. $26,000

  • 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.