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.

Find out how to go about the self-certification process, click herepdf to download.

For professional assistance with your self-certification letter, contact our office at (877) 714-2362 to schedule a time for a visit.

Sign Up for Mountainside Newsletter
Our newsletter delivers the local news that you can trust.



Walter F. Pardo CWS®, PPC™

An Ed Slott Master Elite IRA Advisor

22 Church Street | P.O. Box 60 | Liberty Corner, NJ | 07938

Phone (877) 714-2362 | Fax 1 + (908) 325.0008