Tag: keep good records

60-Day IRA Rollover Deadline Missed- Here’s What You Can Do

Written by Chris Robinson on June 17, 2025. Posted in Ed Slott's IRA Corner, IRA.

Life Happens — But That Missed Rollover Doesn’t Have to Cost You If you’ve recently withdrawn funds from your...

complete rollover 30 days after, IRS approved reasons, keep good records, self-certification

Using IRAs to Help Children Build a Strong Financial Future

Written by Susan Dawson on May 12, 2025. Posted in Ed Slott's IRA Corner, Estate.

As parents and grandparents, we’re always looking for ways to give our children or grandchildren a strong start in life....

Gift them the money, invest funds for long-term growth, keep good records, open guardian Roth IRA, Use Roth instead of traditional ira

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