Dates To Remember
For deadlines that fall on a weekend, action may need to be taken by the preceding weekday.
April 18: Tax day – the deadline to file your 2022 tax return and pay taxes or request an extension. Also, first quarter estimated tax payments are due, if required.
April 17: Last day to contribute to traditional and Roth IRAs or health savings accounts for 2022.
Nurture financial wellnessApril is National Financial Literacy Month, the perfect time to tune in to new personal finance resources. That includes the Raymond James “For What It’s Worth” podcast: quick educational episodes that spotlight our industry specialists’ perspective on current events and how they affect your financial picture. Plug into sage insight through your favorite podcast app, or listen online at raymondjames.com/fwiw.
Things to do
Withdrawals from tax-deferred accounts may be subject to income taxes, and prior to age 59 1/2 a 10% federal penalty tax may apply. Roth IRA owners must be 59 1/2 or older and have held the IRA for five years before tax-free withdrawals are permitted. The process of rebalancing may result in tax consequences. Asset allocation does not guarantee a profit nor protect against loss. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value. © 2022 Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. © 2022 Raymond James Financial Services, Inc., member FINRA/SIPC. Raymond James financial advisors do not render legal or tax advice. Please consult a qualified professional regarding legal or tax advice.