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Important End of Year Transaction Deadlines

 |  General Self-Directed IRAs
Transaction Deadlines

By J.P. Dahdah, Founder & CEO of Vantage

As the end of the year quickly approaches, we want to make you aware of some important transaction deadlines. To ensure we have the ability to complete your transaction on time, documents must be received in good order by the following dates: 

December 2, 2022
Roth IRA conversion (requiring a NEW Vantage Roth IRA)
December 9, 2022
Roth IRA conversion (using existing Vantage IRA accounts)
December 9, 2022
IRA Distribution for a 2022 Required Minimum Distribution (as applicable)
December 9, 2022
Re-registration documentation for in-kind assets being converted/distributed in 2022
December 28, 2022
Last day for 2022 transaction processing of outgoing cash transactions
January 5, 2023
2022 Fair Market Valuation form and substantiating documents
April 15, 2023 2022 IRA contributions into Traditional or Roth IRA accounts


You can expect to receive the following documents from Vantage:
 

February 2023 2022 Annual Statement as of December 31, 2022 (mailed by January 31, 2023)
February 2023 1099R Form (mailed by January 31, 2023)
June 2023 5498 Form (mailed by May 31, 2023)