| Month |
Income Taxes |
Saving and Investing |
| DECEMBER |
- 4th quarter state estimates should be paid by 12/31 for people who itemize their deductions and will have less than $10k in state income taxes and real estate taxes combined.
|
- Keogh plans and Solo 401(k)’s must be established by 12/31
- 529 Plans must be funded by 12/31 to take full advantage of this year’s gift limit of $15,000.
- Last chance to maximize annual contributions to your 401(k) or 403(b) plan of up to $18,500, ($24,500 if 50 or older).
|
