Key Planning & Investment Deadlines: Winter 2026

• January 1. Medicare Advantage Open Enrollment Period starts
• January 1. Medicare General Enrollment Period starts
• January 16. 4Q 2025 estimated taxes due

Financial Wellness Month

• January 1. New Year’s Day (markets closed)
• January 1. Kwanzaa ends
• January 15. MLK Day (markets closed)

• February 1. W-2s & 1099-Misc due

• February 8. Super Bowl
• February 14. Valentine’s Day
• February 16. President’s Day (markets closed)
• February 17. Ramadan begins

• March 16. 2026 S-Corp returns due (cal. year)
• March 16. 2026 partnership returns due
• March 31. Medicare Advantage Open Enrollment Period closes
• March 31. Medicare General Enrollment Period closes

• March 8. Daylight Savings Time begins
• March 17. St. Patrick’s Day
• March 18. March Madness begins
• March 19. Ramadan ends
• March 20. First day of Spring