Tag: self-certification

Avoid IRA 60-Day Rollover Mistakes with Self-Certification

Written by Chris Robinson on May 29, 2024. Posted in Ed Slott's IRA Corner, IRA.

You may be worried about the consequences if you recently withdrew money from your retirement account with plans to execute...

60-day rollover mistakes, missed 60-day deadline, self-certification, withdrew money from retirement account

“These materials have been independently produced by RFG Wealth Advisory. RFG Wealth Advisory is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. RFG Wealth Advisory provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.”

Investment advice offered through RFG Wealth Advisory, a registered Investment advisor. FINRA/SIPC.

The LPL Finanical registered representatives associated with this website may discuss and/or transact business only with residents in the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.