Our Calendar

Due dates for quarterly estimated tax payments:

  • January 15, 2021
  • May 17, 2021
  • June 15, 2021
  • September 15, 2021
  • January 17, 2022

Our Office Will Be Closed On The Following Stock Market Holidays:

  • January 1, 2021, New Year's Day
  • January 18, 2021, Martin Luther King Jr. Day
  • February 15, 2021, President's Day
  • April 2, 2021, Good Friday
  • May 31, 2021, Memorial Day
  • July 5, 2021, Independence Day
  • September 6, 2021, Labor Day
  • November 25, 2021, Thanksgiving Day
  • December 24, 2021, Christmas Day

Important Birthdays:

  • Reaching age 50 during the year (allows for catch up contributions to retirement plans)
  • Reaching age 55 (allows for 401(k) distributions, without the 10% penalty, to participants currently terminating employment, specific requirements must be met)
  • Reaching age 59 1/2 (allows for IRA, annuity, and retirement plan distributions)
  • Reaching age 60, if widowed (allows for start of widow/widower benefits from Social Security)
  • Reaching age 62 (allows for start of early Social Security benefits)
  • Reaching age 65 (allows for enrollment in Medicare and drug plan)
  • Reaching age 65-67 (allows for Full Retirement benefits from Social Security)
  • Reaching age 70 (maximum Social Security benefits)
  • Reaching age 72 (mandatory Required Minimum Distributions).