Rolling over an IRA is a run-of-the-mill financial transaction, right? Not so fast, says Wall St. Daily
writer Shelley Goldberg. Even for something that is a common occurrence for investors and financial firms, there is still the potential for costly mistakes.
In fact the article focuses on three rules you should be aware of when completing a rollover. Investors should know the once-per-year rollover rule, the same-property rollover rule, and the 60-day rollover deadline.
Read Goldberg’s article to get more details about the three rollover rules that trip up investors the most.