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, 2024 |
Roth IRA conversion (requiring a NEW Vantage Roth IRA) |
| December 6, 2024 |
Roth IRA conversion (using existing Vantage IRA accounts) |
| December 6, 2024 |
IRA Distribution for a 2024 Required Minimum Distribution (as applicable) |
| December 6, 2024 |
Re-registration documentation for in-kind assets being converted/distributed in 2024 |
| December 26, 2024 |
Last day for 2024 transaction processing of outgoing cash transactions |
| January 5, 2025 |
2024 Fair Market Valuation form and substantiating documents |
| April 15, 2025 | 2024 IRA contributions into Traditional or Roth IRA accounts |
You can expect to receive the following documents from Vantage:
| February 2025 | 2024 Annual Statement as of December 31 (mailed by January 31, 2025) |
| February 2025 | 1099R Form (mailed by January 31, 2025) |
| June 2025 | 5498 Form (mailed by May 31, 2025) |