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.
