Late Rollover Contributions
Have you missed the 60-day deadline for your IRA rollover?
Fortunately for you, the process to fix your error is now much easier (and cheaper) thanks to a new option that the IRS made available in 2016. The new self-certification process is available to all qualifying IRA or employer plan owners and provides a cost-effective way for some individuals to fix a missed 60-day rollover deadline.
To begin the self-certification process, click here to download the late rollover contribution letter.
For professional assistance with completing the letter or for additional IRA rollover needs, please contact our office at 703-466-0477 to schedule an appointment.
Securities offered through Triad Advisors, Inc. LLC. Member FINRA/SIPC.
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