Have you missed the 60-day deadline for completing an IRA rollover due to an error or an unexpected life circumstance?
Fortunately, the IRS has created an option for individuals to self-certify that they are eligible 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 (425)-252-4032 to schedule a time for a visit.
Ed Slott & Company is not affiliated with Bailey Wealth Services or LPL Financial.