| December |
Required minimum withdrawals have to be taken by the end of the month. |
| January |
1099-Rs are mailed prior to the end of the month. |
| April 15 |
– Tax Returns DUE
– Last day to make IRA/Roth contributions for the previous year
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| May |
5498's are mailed |
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| When considering an annuity for use in an IRA or other tax-qualified retirement plan (i.e., 401(k), 403(b), 457), it is important to note that there is no additional tax deferral benefit, since these plans are already afforded tax-deferred status. Thus, an annuity should only be purchased in an IRA or qualified plan if some of the other features of the annuity are of value, such as access to specific portfolio choices, the ability to have guaranteed payments for life and other guaranteed benefits, and you are willing to incur any additional costs associated with the annuity to receive such benefits. See the prospectus for details. |
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