Announcement
Collapse
No announcement yet.
Search Result
Collapse
1 result in 0.0016 seconds.
Keywords
Members
Tags
-
Client missed 60 day IRA Rollover Window
Working with a couple in their upper 80's who cashed out an ~$100K IRA without understanding tax implications. They were also unaware of the 60 day rollover rule. When I started their taxes, I immediately contacted them/their financial advisor and found out they had reinvested in a non-qualified account at day 70 after withdrawal. I found two options...
Disclaimer
Collapse
This message board allows participants to freely exchange ideas and opinions on areas concerning taxes. The comments posted are the opinions of participants and not that of Tax Materials, Inc. We make no claim as to the accuracy of the information and will not be held liable for any damages caused by using such information. Tax Materials, Inc. reserves the right to delete or modify inappropriate postings.