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!
Suppose you missed the 60-day deadline for completing an IRA rollover due to an error or an unexpected life circumstance. In that case, the IRS has an option for individuals to self-certify for a waiver of the deadline to complete a late rollover.
To learn how to proceed with self-certification, 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 lead advisor Chris Robinson with RFG Wealth Advisory in Argyle, Texas. Call our office today at 940-464-4104 to schedule a time for a visit.
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