February 17, 2017

Late Rollover Contributions

Have you missed the 60-day deadline for your IRA rollover?

Fortunately for you, the process to fix your error is now much easier (and cheaper) thanks to a new option that the IRS made available in 2016. The new self-certification process is available to all qualifying IRA or employer plan owners and provides a cost-effective way for some individuals to fix a missed 60-day rollover deadline.

To begin the self-certification process, click here to download the late rollover contribution letter.

For professional assistance with completing the letter or for additional IRA rollover needs, please contact our office at 703-466-0477 to schedule an appointment.

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

The information provided for informational purposes only, and does not constitute an offer, solicitation, or recommendation to sell or an offer to buy securities, investment products or investment advisory services. All information, views, opinions, and estimates are subject to change or correction without notice. Nothing contained herein constitutes financial, legal, tax, or other advice. These opinions may not fit to your financial status, risk and return preferences.

Securities offered through Triad Advisors, LLC, Member. For more information, click a link below:
Investment advisory services offered through AMJ Financial Wealth Management LLC

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