• 4th quarter state estimates should be paid by 12/31 for people who itemize their deductions and won’t be hit by the AMT.
  • Keogh plans and Solo 401(k)’s must be established by 12/31
  • 529 Plans must be funded by 12/31 to take full advantage of this year’s gift limit of $14,000.
  • Last chance to maximize annual contributions to your 401(k) or 403(b) plan of up to $18,000, ($24,000 if 50 or older).