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Key Planning & Investment Deadlines for Summer 2024

July 8, 2024

Special Observances and Focus Areas

As we navigate through the summer of 2024, it’s important to be mindful of key planning and investment deadlines, along with special observances that can impact your financial and personal life. Below is a summary of critical dates and focal points for the upcoming months.

July: Caregiving Focus

  • July 4: Independence Day (markets closed)
  • July 31: Deadline for Form 5500 submissions
  • Special Observances:
    • July 21: National Ice Cream Day
    • July 30: World Friendship Day
    • July 30: Medicare’s Birthday
    • Sandwich Generation Month: Recognizing those who care for both their children and aging parents

July is dedicated to those providing caregiving support. Whether you are managing care for a loved one or planning your own future care needs, this month offers a timely opportunity to address these essential aspects.

August: College Planning Focus

  • August 1: Relaxation Day
  • August 26: Beginning of the US Open Tennis
  • Special Observances:
    • Back to School Month
    • American Artists Appreciation Month

August emphasizes the importance of planning for educational expenses. Preparing for the financial demands of college can be daunting, but with strategic planning, these challenges can be effectively managed.

September: Health Care Planning Focus

  • September 2: Labor Day (markets closed)
  • September 16:
    • 3Q 2024 estimated taxes due
    • Extended partnership and S-corp returns for 2023 due
  • September 30: Last day to determine beneficiaries after an IRA owner’s death
  • Special Observances:
    • September 11: Patriot Day
    • September 17: Constitution/Citizenship Day (observed)
    • Healthy Aging Month

September is a critical time for health care planning. From understanding Medicare options to ensuring that your health care directives are up-to-date, this month provides a perfect opportunity to focus on your well-being and financial security.

If you have any questions or need assistance with your financial planning and investment needs, please do not hesitate to contact Omni360.

  • Address: 777 Scudders Mills Rd, Bldg 4, Ste 101, Plainsboro, NJ 08536
  • Phone: 609-452-0889

At Omni360, we are committed to helping you navigate these important deadlines and focus areas to ensure your financial and personal well-being.

Click here to download the file.



Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Is Social Security Going To Run Out In Your Lifetime?

We get regular updates on the Social Security trust fund. In early May, the Social ...

The post Is Social Security Going To Run Out In Your Lifetime? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Thriving on the Uncertainties In Investments

We all like surprises, right? Well not exactly. We like the surprises that we want. ...

The post Thriving on the Uncertainties In Investments first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
9 Facts About Retirement

Retirement can have many meanings. For some, it will be a time to travel and ...

The post 9 Facts About Retirement first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more