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Investing Specialists

A Fourth-Quarter Financial Calendar for Retirees

The financial to-dos come fast and furious between now and year-end; get them on your calendar now.

With the exception of filing their income tax returns each April 15 and possibly paying estimated taxes each quarter, most retirees can sail through the first nine months of each year without a lot of financial to-dos that carry hard-and-fast deadlines. But once the fourth quarter kicks off, the calendar gets a little fuller. Combined with the holiday season and shorter days, those deadlines can sail by in a hurry.

As we enter the fourth quarter of 2016, here are the key dates that retirees should keep on their radars.