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Tax Forms

Looking for Forms 1099-SA and 5498-SA? Check your mail and online portal at the:

  • End of January for Form 1099-SA
  • End of May/beginning of June for Form 5498-SA

 

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Announcing our new fund SAVEF, which offers a current 1.05% annual rate of return and a guaranteed return of principal. Learn more about SAVEF here.