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2022 Tax Reminders!

There's still time to contribute to your traditional IRA, Roth IRA or SEP IRA until the tax filing deadline of April 18th.

To access your tax documents please login to Fidelity.com, click on Documents and then select Tax Forms and your tax documents will be listed under your account. If you have another custodian, please login to your account to access your tax documents.

Below are some quick notes to keep in mind regarding retirement contributions and QCDs.