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Insulating Clients from Increased Tax Liability and Underfunded Retirement

When used in the same sentence, the words “change” and “tax code” are seldom associated with good news.

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In a much welcomed development, on August 24, 2016 the IRS released a self-certification procedure to provide relief for the tax payers who accidentally miss the 60-day window to roll over a retirement account distribution to another retirement account.

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