September 30th: Deadline to determine the designated beneficiaries for an inherited IRA.
October 1st: Deadline to establish a Simple IRA Plan.
October 15th: Deadline to remove excess or unwanted IRA contributions for the 2017 tax
year (tax return due date including extensions) Deadline to correct any excess Health Savings Account contributions for the
2017 tax year (tax return due date including extensions).
October 31st: Deadline to submit a copy of all qualified trust documentation to the IRA
trustee, custodian or administrator when a trust is the beneficiary of an