October IRA Deadlines

October 2015 IRA Deadlines

October 15th: Last day to recharacterize 2014 Roth IRA conversions.

October 15th: Last day to withdraw prior year excess IRA and Roth IRA contributions and avoid the 6% penalty for 2014. 

October 15th: Last day for trustees of IRA trust beneficiaries who inherited in 2014 to provide documentation to IRA custodians or plan administrators. 


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