A new year always brings new opportunities and new challenges for advisors. This year also brought substantial rule changes, including a stricter interpretation of the once-per-year IRA rollover rule. Advisors must be sure to inform clients of the new regulations before they attempt to make any 60-day rollovers.
Failing to do so could lead to a fatal IRA error.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access