Our Calendar
Due dates for quarterly estimated tax payments:
- January 17, 2023*
- April 18, 2023*
- June 15, 2023
- September 15, 2023
- January 16, 2024
* CA residents in most counties have until May 15, 2023, to make quarterly and 2022 tax payments.
Our Office Will Be Closed On The Following Stock Market Holidays:
- January 2, 2023, New Year's Day
- January 16, 2023, Martin Luther King Jr. Day
- February 20, 2023, President's Day
- April 17, 2023, Good Friday
- May 29, 2023, Memorial Day
- June 19, 2023, Juneteenth
- July 4, 2023, Independence Day
- September 4, 2023, Labor Day
- November 23, 2023, Thanksgiving Day
- December 25, 2023, 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 without penalty)
- 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 for those born before 1/1/1951)
- Reaching age 73 (mandatory Required Minimum Distributions for those born between 1/1/1951 and 12/31/1957)
- Reaching age 75 (mandatory Required Minimum Distributions for those born 1/1/1958 or later)