2017 Year-End and Gifting Deadlines

As we wrap up the last weeks of the year, here are some important year-end and gifting dates to keep in mind:

  • Required Minimum Distributions: December 21
  • Roth IRA Conversions: December 21
  • Establishing a 2017 Qualified Retirement Plan (QRP): December 29

Charitable Gift Deadlines

Please note the following Charitable Gift deadlines:

  • Gift requests of mutual funds: December 18
  • Gift requests between accounts custodied at TD Ameritrade: December 21
  • Gift requests of cash delivered via check and/or federal funds wire: December 21
  • Gift requests of equities and fixed-income products to external accounts: December 21

For those who have an American Endowment Foundation donor advised fund:

  • Grant deadline via DonorCentral: December 15
  • Account funding: December 29

Hopefully these dates help as we close out the year. If you have any questions, please don’t hesitate to contact your advisory team.

Read Further: JNBA’s End-of-Year Financial Checklist 

Please see important disclosures information at www.jnba.com/disclosure