Fix Rollover Mistakes with Self-Certification

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

For professional assistance with your self-certification letter, contact RFG Wealth Advisory at 940-464-4104 to schedule a time for a visit.

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Fixing Missed 60-Day Rollover Mistakes with Self Certification in 5 Easy Steps


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