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 1, 2023 |
Roth IRA conversion (requiring a NEW Vantage Roth IRA) |
| December 8, 2023 |
Roth IRA conversion (using existing Vantage IRA accounts) |
| December 8, 2023 |
IRA Distribution for a 2023 Required Minimum Distribution (as applicable) |
| December 8, 2023 |
Re-registration documentation for in-kind assets being converted/distributed in 2023 |
| December 27, 2023 |
Last day for 2023 transaction processing of outgoing cash transactions |
| January 5, 2024 |
2023 Fair Market Valuation form and substantiating documents |
| April 15, 2024 | 2023 IRA contributions into Traditional or Roth IRA accounts |
You can expect to receive the following documents from Vantage:
| February 2024 | 2023 Annual Statement as of December 31 (mailed by January 31, 2024) |
| February 2024 | 1099R Form (mailed by January 31, 2024) |
| June 2024 | 5498 Form (mailed by May 31, 2024) |