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    Beware of the New 60-Day Rollover Rules - 54

    Beware of the New 60-Day Rollover Rules - 54

    FromYour Money, Your Wealth

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    Beware of the New 60-Day Rollover Rules - 54

    FromYour Money, Your Wealth

    ratings:
    Length:
    35 minutes
    Released:
    Aug 7, 2016
    Format:
    Podcast episode

    Description

    Aired: 8/7/2016 11 AM:: The IRS changed the rules for IRA rollovers and not everyone is catching on. Taxpayers can only perform one 60-day IRA rollover in a 12-month period, no matter how many IRAs they own. Joe an Al go over this new rule and share how you can avoid getting hit with high tax bills.
    Released:
    Aug 7, 2016
    Format:
    Podcast episode

    Titles in the series (100)

    “Best Retirement Podcast With Humor 2022” (FIPhysician). Learn strategies that can help you retire successfully on this funny personal finance podcast. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer questions about your 401k, IRA, Roth conversions and backdoor Roth IRA, how to pay less taxes, asset allocation, stocks and bonds, real estate, and other investments, Social Security benefits, capital gains tax, 1031 exchange, early retirement, and more money and wealth management strategies. YMYW is retirement planning, investing, and tax reduction made fun, presented by Pure Financial Advisors - a fee-only fiduciary. Access free financial resources, Ask Joe & Big Al On Air to get your Retirement Plan Spitball Analysis, and read episode transcripts: http://YourMoneyYourWealth.com