Year-End Deadlines & Reminders

Don't miss out on 2024 tax savings!
Please submit all year-end requests by Dec 2nd

As a comprehensive wealth management firm, our role at Cassaday & Co. is to help you identify tax efficiencies* that align with your overall financial plan.

To take advantage of tax savings in 2024, it is important to address various financial planning items with your financial advisor before December 2nd, including:

Individual 401ks

College America Plans

Donor-Advised Funds

Gifts to Others & Charities

Please contact your advisor as soon as possible if:

  • You wish to establish an account, make a deposit, or make a donation by year-end.**
  • You have not yet taken your Required Minimum Distribution (RMD) for 2024.

**While we will do our best to accommodate all year-end requests, due to deadlines set by the institutions we work with, our team cannot guarantee that requests received after December 2nd will be completed in time for 2024 tax savings.

If you are currently working with your advisor on these strategies, be sure to keep an eye on your email with next steps from our team. Most strategies require a client's signature to execute them, and we will alert you when your participation is needed.

*Please note that while we do not prepare tax returns, we have a network of reliable tax professionals we are happy to recommend. Our in-house Tax Planning Specialist, Karolyn Banks, CPA/PFS, MST, is available to Cassaday & Co. clients at no cost to provide ongoing guidance to ensure your tax strategies are up-to-date and remain aligned with your unique overall financial planning goals.