13 Personal Finance Dates for 2019

13 Personal Finance Dates for 2019

There are many important dates to keep track of in a year, so it’s easy to forget events that only require a computer and financial documents.  Add these days to the calendar to keep on top of all things “personal finance” related.



January 1

First Day to Fund Retirement for 2018

The first day of the year is a great opportunity to review how you’re currently saving for retirement and make adjustments for 2019.


January 16

4th Quarter 2018 Estimated Tax Payment Due

Self-employed or additional income accrued throughout the year should have 4th quarter taxes filed and paid by January 16th.  Visit the IRS website for additional information on self-employment quarterly tax payments.

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January 28th

Taxes Can Start Being Filed

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April 15th

Tax Day

The 2018 personal income tax filing due day is Monday, April 15th.  This is also the deadline for filing an extension on your tax return.


April 17th

Last Day to Make 2018 IRA Contribution

If you’re planning on supplementing funds to your traditional or Roth IRA, this is the deadline for all 2017 contributions. 

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April 17th

1st Quarter Estimated Tax Payment Due

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June 15th

2nd Quarter 2018 Estimated Tax Payment Due


June 30th

Last Day to File for Federal Student Aid (FAFSA)

Headed to college for the 2019-2020 school year?  Mark June 30th in the calendar as the last day to file for the Free Application for Federal Student Aid, or FAFSA—which grants access to federal student loans and grants.  Visit our StudentChoice page to learn more about financial aid and student loan information.

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September 17th

3rd Quarter 2018 Estimated Tax Payment Due

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October 1st

First Day to File FAFSA for 2019-2020 School Year

Filing for FAFSA is now available earlier than ever before.  If you plan on attending college for the 2020 school year, you can start filing!

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October 15th

Tax Day Extension Deadline

If you filed for an extension at tax time for your personal income taxes, this is the new deadline to file your completed 2017 return.

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October 15th

Last Day to Switch 2017 Roth IRA Conversion

If your IRA was transferred from a traditional to Roth IRA in 2017, this is the deadline for undoing the conversion.

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December 31st

Last Day to Take Required Minimum Distributions from IRAs

If you meet the age requirement, this is the deadline to take the required annual minimum withdrawal from your qualified retirement account(s).

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December 31st

Last Day to Make Charitable Giving for 2019 Taxes

According to current tax laws, you can make charitable donation to any nonprofit organization (501c3) until the last day of the year in order to claim your gift when filing 2019 taxes.  Browse available nonprofit organizations to make a donation.

We’re here to help you meet your financial goals for 2019 and beyond.  Visit our resource center for more financial tips or become a member today.  Questions?  Call our Member Contact Center at 1-877-325-2848 or contact us online.

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