Options for Clients Who Missed the 60-Day Rollover Deadline
Jun 16, 2014
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By Denise Appleby, APA, CISP, CRC, CRPS, CRSP
Missing the 60-day rollover deadline can subject a client to unwanted taxes and penalties. However, you may be able to preserve the tax deferral through automatic waivers or private letter rulings, if you understand the governing rules and procedures.