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Events for October 2018

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Last day to determine beneficiaries after an IRA owner’s death

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Extended trust and estate tax returns due

Social Security Planning – Clarkston

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Social Security Planning – Lake Orion

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Medicare Advantage and drug plan open enrollment starts (ends Dec. 7)

Extended individual tax returns due

Last day to undo a Roth IRA conversion

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1

Medicare Advantage and drug plan open enrollment continues (ends Dec. 7)

ACA open enrollment starts (ends Dec. 15)

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