Avoid IRA 60-Day Rollover Mistakes with Self-Certification

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You may be worried about the consequences if you recently withdrew money from your retirement account with plans to execute a 60-day rollover but missed your deadline. 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 offers individuals the option 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 below to download “Fixing Missed 60-Day Rollover Mistakes with Self-Certification in 5 Easy Steps.”

 

Financial Success Doesn’t Happen by Chance

Contact Chris Robinson, the lead advisor at RFG Wealth Advisory in Argyle, TX, at 940-464-4104. Let’s schedule a time to discuss how self-certification and working with a professional financial advisor might shape your financial future. At RFG Wealth, our fiduciary duty ensures your interests always come first, and we maintain a transparent fee structure for your peace of mind.

Please don’t wait until it’s too late to secure your financial future. Let RFG Wealth Advisory be your guide to financial success. Call us Today!

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Avoid IRA 60-Day Rollover Mistakes with Self-Certification


“These materials have been independently produced by RFG Wealth Advisory. RFG Wealth Advisory is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. RFG Wealth Advisory provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.”

Investment advice offered through RFG Wealth Advisory, a registered Investment advisor. FINRA/SIPC.


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