April 23, 2019

Fixing Rollover Mistakes with Self-Certification

If you recently withdrew money from your retirement account with plans to execute a 60-day rollover but missed your deadline, you may be worried about the consequences.

We get it.  Life happens, and fortunately, the IRS understands this too!

If you missed the 60-day deadline for completing an IRA rollover due to an error or an unexpected life circumstance, the IRS has an option for individuals to self-certify for a waiver of the deadline so that they can complete a late rollover.

To find out how to go about the self-certification process, click here to download "Fixing Missed 60-Day Rollover Mistakes with Self-Certification in 5 Easy Steps."

For professional assistance with your self-certification letter, contact our office at 703-466-0477 to schedule a time for a visit.

Securities offered through Triad Advisors, LLC, Member FINRA/SIPC

Advisory Services offered through AMJ Financial Wealth Management LLC

AMJ Financial Wealth Management LLC is not affiliated with Triad Advisors LLC

Securities offered through Triad Advisors, LLC, Member. For more information, click a link below:
FINRASIPC 
Investment advisory services offered through AMJ Financial Wealth Management LLC

AMJ Financial Wealth Management LLC is not affiliated with Triad Advisors, LLC
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