Year-End Deadlines & Reminders

Don't miss out on 2023 tax savings!

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 2023, it is important to address various financial planning items with your financial advisor before the end of the year, including:

Individual 401ks

College America Plans

Donor-Advised Funds

Gifts to Others & Charities

If you wish to establish an account, make a deposit, or make a donation, please contact your advisor as soon as possible to avoid the end-of-year rush.

While we will do our best to accommodate all requests, our team cannot guarantee that requests received after December 1st will be completed in time for 2023 tax savings.

If you have not yet taken your Required Minimum Distribution (RMD) for 2023, please call our
Client Services Department at (703) 506-8200.

*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.