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.
The LPL Finanical registered representatives associated with this website may discuss and/or transact business only with residents in the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.