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Tax Trap: Lessons You Need to Know

Tax Trap: Lessons You Need to Know

Lessons learned from a January 28, 2014 tax court case regarding a 60 Day IRA Rollover. Introduced by Alex Jenison and explained by Terry Prather, CFP®, ChFC®.

Posted: February 26, 2014

Authored by: Terry Prather, CFP®, ChFC®

Direct Phone: 812-602-6307

Email: twprather@paynewealthpartners.com

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The information in this material is only as current as the date indicted, and may be superseded by subsequent market events or for other reasons. Statements concerning financial market trends are based on current market conditions, which are subject to change and which Payne Wealth Partners, Inc. does not undertake to update. While all information prepared in this document is believed to be accurate, any statements of opinion constitute only current opinions of Payne Wealth Partners, Inc., which are subject to change and which Payne Wealth Partners, Inc. does not undertake to update. Accordingly, you should not put undue reliance on these statements.

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Payne Wealth Partners, Inc.
Keystone Financial Consulting
601 N Cross Pointe Blvd
Evansville, IN 47715
Phone: 812-477-6221
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