Retirees & Pre-Retirees

Retirees & Pre-Retirees

Helping you create a sustainable plan to maintain your lifestyle in retirement.

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High Net Worth Families

High Net Worth Families

Providing the holistic approach you deserve to keep more of what you made.

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Women in Transition

Women in Transition

You’ve spent a lifetime caring for others. Now it’s your time to begin putting yourself first.

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Professionals & Business Owners

Professionals & Business Owners

Let us help you manage your unique challenges and secure your future.

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Our Story

Our Story

After losing her dad to Alzheimer’s and watching her mom, a self-made businesswoman, lose everything to a nursing home, Celine made it her life’s purpose to help protect families from the common pitfalls of money, life, and business.

Meet Celine J. Pastore
Your Path

Your Path

Finally, a simple, authentic, and holistic path to retirement planning. Built with you in mind and intended to provide you the clarity and confidence you deserve. Isn’t it time you received a customized SimplePath Roadmap® ?

Start Your SimplePath to Retirement Here

Working with an Ed Slott Advisor

Retirement planning is complicated, and you should seek an advisor with specialized IRA training and resources. Working with an Ed Slott Master Elite IRA Advisor can help you avoid costly and potentially fatal errors with your retirement planning that may not be able to be undone.

Important Dates In 2020

Jan
March
April
June
July
Sept
Oct
Dec

January 1st: First day to contribute to a traditional and Roth IRAs and Simplified Employee Pension Plans (SEP)
for the new year.

January 15th: Due date for quarterly estimated taxes for the fourth quarter of the previous year.

March 31st: End of Medicare Part A and Part B General Enrollment Period. Last day to submit claims for eligible
medical expenses from the previous year for many flexible spending account (FSA) plans with a use-it-or-lose-it rollover rule.

April 1st: Last day to take first IRA required minimum distribution (RMD) without penalty.

June 30th: Last day to submit a FAFSA application.

July 15th: Last day to file income taxes or apply for an extension. Also, estimated taxes for Q2 are due. Also,
this is last day to contribute to a traditional or Roth IRA, and a HSA for the previous year.

September 15th: Two month filing extension deadline for federal taxes, and last day to file income taxes for
Americans living abroad. Estimated taxes for Q3 due.

September 30th: Last day to determine beneficiaries after an IRA owner’s death.

Between October 1st and November 1st: Employers announce the upcoming open enrollment period to choose your workplace
benefits for the next year.

October 15th: End of filing extension period for federal taxes. Also, extended deadline to contribute to an
SEP IRA for the self-employed and self-business owners. Medicare open enrollment begins. 

October 31st: Deadline to provide plan administrator or IRA custodian required documentation on IRA inherited
by a trust in the previous year.

December 7th: Medicare Open Enrollment ends.

December 15th: Affordable Care Act open enrollment ends.

December 31st: Last day to set up most types of retirement accounts so contributions count for the current year.
Last day to liquidate the entire value of inherited IRA's on a 5-year rule. Also, last day for 401(k) contributions, Roth
conversions, itemized deductions, stocks, and gifts to count for the 2020 tax year.

January 1st: First day to contribute to a traditional and Roth IRAs and Simplified Employee Pension Plans (SEP) for the new year.

January 15th: Due date for quarterly estimated taxes for the fourth quarter of the previous year.

March 31st: End of Medicare Part A and Part B General Enrollment Period. Last day to submit claims for eligible medical expenses from the previous year for many flexible spending account (FSA) plans with a use-it-or-lose-it rollover rule.

April 1st: Last day to take first IRA required minimum distribution (RMD) without penalty.

June 30th: Last day to submit a FAFSA application.

July 15th: Last day to file income taxes or apply for an extension. Also, estimated taxes for Q2 are due. Also, this is last day to contribute to a traditional or Roth IRA, and a HSA for the previous year.

September 15th: Two month filing extension deadline for federal taxes, and last day to file income taxes for Americans living abroad. Estimated taxes for Q3 due.

September 30th: Last day to determine beneficiaries after an IRA owner’s death.

Between October 1st and November 1st: Employers announce the upcoming open enrollment period to choose your workplace benefits for the next year.

October 15th: End of filing extension period for federal taxes. Also, extended deadline to contribute to an SEP IRA for the self-employed and self-business owners. Medicare open enrollment begins. 

October 31st: Deadline to provide plan administrator or IRA custodian required documentation on IRA inherited by a trust in the previous year.

December 7th: Medicare Open Enrollment ends.

December 15th: Affordable Care Act open enrollment ends.

December 31st: Last day to set up most types of retirement accounts so contributions count for the current year. Last day to liquidate the entire value of inherited IRA’s on a 5-year rule. Also, last day for 401(k) contributions, Roth conversions, itemized deductions, stocks, and gifts to count for the 2020 tax year.

Retirement Guide

Retirement Guide

Request a complimentary copy of our retirement guide, "Will a Recession Rob Your Retirement?"

Download the Guide

R E A D Y     T O    T A K E

The Next Step?

For more information about any of the services or products listed, choose a time to speak with one of our advisors or register to attend one of our upcoming events.


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Or give us a call at (727) 304-6000