eQuipt | OneView | Real Time Wealth Management
(845) 627-8300 |
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The Ghost Rule

As Halloween quickly approaches and the leaves change color, families gather ‘round weekend campfires, roast marshmallows, and share spooky stories. Have you ever heard the scary tale about the Ghost rule?

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Perils of the 60-Day Rollover

As sure as the sun will rise, someone will take a distribution from his IRA tomorrow. And as sure as the moon will set, someone will fail to roll over his IRA distribution within 60 days. And as sure as the wind will blow, so too will the icy gusts from the IRS as penalties and taxes accumulate like a snowdrift upon said distribution when the 60-day rollover deadline is missed.

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