April 23, 2019

Fixing Rollover Mistakes with Self-Certification

If you recently withdrew money from your retirement account with plans to execute a 60-day rollover but missed your deadline, you may be worried about the consequences.

We get it.  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 has an option for individuals 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 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 our office at 703-466-0477 to schedule a time for a visit.

Securities offered through Triad Advisors, LLC, Member FINRA/SIPC

Advisory Services offered through AMJ Financial Wealth Management LLC

AMJ Financial Wealth Management LLC is not affiliated with Triad Advisors LLC

Securities offered through Triad Advisors, LLC, Member FINRA / SIPC 

Investment advisory services offered through AMJ Financial Wealth Management LLC

AMJ Financial Wealth Management LLC is not affiliated with Triad Advisors, LLC
lockphone-square