Dec. 28, 2023. Last day to donate shares to charity, withdraw a RMD, or convert a Traditional IRA to a Roth IRA.

To ensure your charitable contribution, RMD, or Roth conversions are completed by the last market day of the year, we recommend that you initiate those transactions before the close of market hours on Thursday, December 28th, 2023.

Please note that Qualified Charitable Distributions (QCDs) from IRAs require additional time to process and as such should be requested at least a week in advance of the December 28 deadline.