11 Dec Year-End Deadlines for Contributions & Planning
Posted at 10:34h
in General
The following items have deadlines that may affect your year-end planning. If there are any of these items that are appealing to you, or that have not been completed, please let us know. We want to get started on these types of items right away, as year-end gets very busy for our team.
For additional information, please follow the links below. Click links to download PDFs:
2025 Year-End Deadlines for:
December 15, 2025
National Christian Foundation
- Grant for charity
- Gift of publicly traded securities
December 26, 2025
The Signatry
- Cash Donation
December 30, 2025
Raymond James
- Sell Securities to Realize a Loss
December 31, 2025
- Employee Retirement Plan Contributions: 401(k), 403(b), 457 plans
- Health Savings Accounts (HSAs)
- 529 College Savings Plans Contributions and Withdrawals
- Roth IRA Conversions
- Gifts to Individuals/Family Members
- Required Minimum Distributions (RMDs)
- Qualified Charitable Distributions (QCDs)
April 15, 2026
- Personal Retirement Contributions: Roth IRA, Traditional IRA, Simple IRA, SEP IRA (October 15 with an extension)
Each family’s situation is unique, so please contact us or your tax professional for guidance tailored to your needs.