Tax and Financial Planning Calendar for August 2018

by Schwartz & Schwartz, CPAs | Aug 1, 2018 | General | 0 comments

Month

Income Taxes

Saving and Investing

AUGUST

Returns on extension are no longer due 8/15.? For 2017 tax returns, you have until 10/15 to file returns that have been put on extension.

Work through a Tax Projection to avoid any surprises next winter, especially with the new tax changes taking effect 1/1/18.

Consider rolling your old retirement accounts held at a previous employer into your current employer’s 401(k) or 403(b) plan to consolidate your finances

If your income will be too high for 2018 to contribute to a Roth IRA this year, consider making a non-deductible contribution to an IRA to convert to a Roth before December 31st.

Sign up for our 8/16 Webinar on Economic and Investment Overview: Looking Past the Headlines presented by Alex Oliver, First National Corporation

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