Fixing IRA 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!

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.


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

“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.”

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