What are the 7 important financial dates and deadlines to remember in September, including Medicare documents?

September Financial Dates and Deadlines

September is a busy month for financial obligations, with several important dates and deadlines to keep in mind. One crucial aspect to focus on this month is Medicare documents, as well as other financial obligations that may impact your financial well-being.

1. Medicare Open Enrollment Begins

– Medicare open enrollment begins on October 15th, but it’s essential to start preparing in September.
– Are you eligible for Medicare? What changes can you make during open enrollment?

2. FAFSA Application Opens

– The Free Application for Federal Student Aid (FAFSA) application opens on October 1st, but it’s good to start gathering documents in September.
– What documents do you need to complete the FAFSA form? How can FAFSA help with college expenses?

3. Estimated Tax Payments Due

– If you make estimated tax payments, the third quarter estimated tax payment is due on September 15th.
– How can you calculate your estimated tax payments? What are the consequences of missing a payment?

4. IRA and 401(k) Contribution Deadlines

– The deadline to make contributions to your IRA or 401(k) for the current tax year is approaching on September 30th.
– What are the contribution limits for IRAs and 401(k)s? How can contributing to these accounts benefit your retirement savings?

5. Health Insurance Open Enrollment Begins

– Many employers offer health insurance open enrollment in September, allowing employees to make changes to their coverage.
– What changes can you make during health insurance open enrollment? How can you ensure you have adequate coverage for your needs?

6. Quarterly Budget Review

– September is an excellent time to review your budget for the third quarter and make any necessary adjustments.
– What should you look for when reviewing your budget? How can a quarterly review help you stay on track financially?

7. Check Credit Reports

– It’s crucial to check your credit reports regularly to monitor for any suspicious activity or errors.
– How can you access your credit reports? What should you do if you find errors on your credit report?

By staying on top of these financial dates and deadlines in September, you can ensure your financial health and well-being are in good shape. Don’t hesitate to reach out to financial professionals for assistance or guidance if needed.