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Important End of Year Transaction Deadlines

 |  General Self-Directed IRA Articles

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 3, 2021
Roth IRA conversion (requiring a NEW Vantage Roth IRA)
December 10, 2021
Roth IRA conversion (using existing Vantage IRA accounts)
December 10, 2021
IRA Distribution for a 2021 Required Minimum Distribution (as applicable)
December 10, 2021
Re-registration documentation for in-kind assets being converted/distributed in 2021
December 27, 2021
Last day for 2021 transaction processing of outgoing cash transactions
January 7, 2022
2021 Fair Market Valuation form and substantiating documents
April 15, 2022 2021 IRA contributions into Traditional or Roth IRA accounts


You can expect to receive the following documents from Vantage:
 

February 2022 2021 Annual Statement as of December 31, 2021 (mailed by January 31, 2022)
February 2022 1099R Form (mailed by January 31, 2022)
June 2022 5498 Form (mailed by May 31, 2022)