The Dog Ate My IRA Rollover

Forbes:  “If you miss the 60-day rollover deadline, will the IRS be sympathetic?  You can move wealth from a company pension plan, a 401(k) or traditional Individual Retirement Account into a traditional IRA without owing any taxes in what’s known as a ‘rollover.’ . . . a surprising number of taxpayers make mistakes when doing a simple rollover and end up either paying taxes prematurely or paying an expert like me to help them clear up the mess.”

This article was written by Robert S. Keebler, CPA, MST, AEP (Distinguished) is a partner with Baker Tilly Virchow Krause, LLP and chair of the Baker Tilly Financial and Estate Planning Group. He is the author of The Rebirth of Roth, A CPA’s Ultimate Guide for Client Care. Mr. Keebler was named by CPA Magazine as one of the Top 100 Most Influential Practitioners in the United States and one of the Top 40 Tax Advisors to Know During a Recession.

I known that Mr. Keebler is one of the leading experts in the area of IRA law because of his close relationship with WealthCounsel, a fabulous company that produces the best estate planning software that a lot of money can buy.  I have been a member of WealthCounsel and have used its software since September of 2005.  If you are an estate planning lawyer who does more than a few estate plans a year, you owe it to yourself and your clients to purchase the WealthCounsel software.  Call me if you would like to get my two cents on why I love the company and the software.